Relationship Director

4 weeks ago


Delhi, Delhi, India Jobopenning Full time

Job Title: Relationship Director

Location: Not Specified

Position Type: Full Time

Job Summary:

The Relationship Director 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:

  • Client Relationship Management: Acquisition of new customers and maintaining strong relationships with clients, understanding their investment goals and preferences to provide tailored solutions.
  • Advisory Services: Offer expert guidance on market trends, investment strategies, and financial products to help clients make informed decisions.
  • Account Management: Oversee client accounts, ensuring accuracy in trading and compliance with regulatory requirements.
  • Customer Support: Address client inquiries and resolve issues promptly, providing timely updates on market changes and account status.
  • Performance Monitoring: Track and analyze client portfolios, recommending adjustments as necessary to optimize performance.
  • Market Research: Stay informed about market developments, economic indicators, and investment opportunities, sharing insights with clients regularly.
  • Sales Growth: Identify opportunities for upselling and cross-selling financial products and services to enhance client portfolios.
  • Collaboration: Work closely with internal teams (trading, compliance, research) to ensure a cohesive client experience and effective trade execution.

Requirements:

  • Qualifications:
    • Education: Bachelor's degree in Finance, Business, Economics, or a related field; relevant certifications (NISM) are a plus.
    • Experience: 35 years of experience in relationship management, sales, or client advisory roles within the financial services or stock broking industry.
    • Skills:
      • Strong knowledge of financial markets, investment products, and trading processes.
      • Excellent interpersonal and communication skills with a focus on client engagement.
      • Proficient in CRM software and trading platforms.
      • Analytical mindset with the ability to interpret financial data and trends.
    • Attributes:
      • Proactive, client-focused, and results-driven.
      • Strong organizational skills with the ability to manage multiple clients and priorities.
      • High ethical standards and commitment to compliance.

Benefits: Salary up to 8 LPA, performance-based incentive.


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