Portfolio Management Professional

4 days ago


Coimbatore, Tamil Nadu, India Anand Rathi Share and Stock Brokers Ltd Full time

A Career Opportunity at Anand Rathi Share and Stock Brokers Ltd

We are seeking a skilled and experienced Relationship Manager to join our team at Anand Rathi Share and Stock Brokers Ltd in Coimbatore. As a key member of our team, the successful candidate will be responsible for managing client portfolios, building relationships with clients, and providing investment advice.

Key Responsibilities

  • Manage client portfolios effectively, ensuring optimal returns on investments
  • Build and maintain strong relationships with clients, understanding their needs and preferences
  • Provide expert investment advice, recommending suitable financial products and services
  • Foster a positive and professional work environment, contributing to the overall success of the team

Requirements

To be considered for this role, you should have:

  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues
  • Strong knowledge of financial products and markets, including stocks, bonds, and other investment options
  • Proven experience in portfolio management and client relationship management
  • Relevant certifications, such as CFA, CFP, or NISM
  • A bachelor's degree in Finance, Business, Economics, or a related field

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