Chief Client Officer

1 week ago


Ghaziabad, Uttar Pradesh, India beBeeFinance Full time ₹ 15,00,000 - ₹ 25,00,000
Job Title

Serving as a key liaison between clients, the Senior Relationship Manager plays a vital role in fostering strong relationships and driving business growth.

Key Responsibilities:
  • Executing trade orders on behalf of clients with precision and speed.
  • Building trust with clients by educating them about investment opportunities and providing personalized advice.
  • Acquiring new clients and cross-selling third-party products to meet targets.
  • Conducting regular client meetings and branch visits to ensure goals are met.
Specialized Activities:
  • Executing Trade Orders efficiently and effectively.
  • Advising clients based on thorough research and analysis.
Requirements:
  • Bachelor's degree in Finance or related field.
  • NISM certification (Equity & Derivatives), NISM 5 certification (Mutual Funds), IRDA Certification.
  • In-depth knowledge of the stock market is mandatory.
  • Excellent communication and interpersonal skills.

The ideal candidate should possess a strong passion for finance, excellent analytical skills, and the ability to build lasting relationships.



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