Strategic Client Liaison
6 days ago
Job Summary:
The Relationship Manager will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients advising them on investment opportunities and ensuring a seamless trading experience. The ideal candidate will possess a deep understanding of financial markets, strong interpersonal skills and a commitment to client success.
Key Responsibilities:
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\t\tClient Relationship Management: Acquisition of New customers and maintain strong relationships with clients, understanding their investment goals and preferences to provide tailored solutions.
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\t\tAdvisory Services: Offer expert guidance on market trends, investment strategies and financial products to help clients make informed decisions.
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\t\tAccount Management: Oversee client accounts, ensuring accuracy in trading and compliance with regulatory requirements.
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\t\tCustomer Support: Address client inquiries and resolve issues promptly, providing timely updates on market changes and account status.
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\t\tPerformance Monitoring: Track and analyse client portfolios, recommending adjustments as necessary to optimize performance.
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\t\tMarket Research: Stay informed about market developments, economic indicators and investment opportunities, sharing insights with clients regularly.
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\t\tSales Growth: Identify opportunities for upselling and cross-selling financial products and services to enhance client portfolios.
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\t\tCollaboration: Work closely with internal teams (trading, compliance, research) to ensure a cohesive client experience and effective trade execution.
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Requirements:
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\t\tQualifications:
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\t\t\t\t\tEducation: Bachelor’s degree in Finance, Business Economics or a related field; relevant certifications (NISM) is a plus.
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\t\t\t\t\tExperience: 35 years of experience in relationship management, sales or client advisory roles within the financial services or stock broking industry.
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\t\t\t\t\tSkills:
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\t\t\t\t\t\t\t\tStrong knowledge of financial markets, investment products and trading processes.
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\t\t\t\t\t\t\t\tExcellent interpersonal and communication skills with a focus on client engagement.
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\t\t\t\t\t\t\t\tProficient in CRM software and trading platforms.
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\t\t\t\t\t\t\t\tAnalytical mindset with the ability to interpret financial data and trends.
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\t\t\t\t\tAttributes:
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\t\t\t\t\t\t\t\tProactive, client-focused and results-driven.
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\t\t\t\t\t\t\t\tStrong organizational skills with the ability to manage multiple clients and priorities.
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\t\t\t\t\t\t\t\tHigh ethical standards and commitment to compliance.
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Benefits:
\t\tSalary up to 8LPA, Performance based Incentive
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