Dynamic Client Relationships Specialist

3 days ago


Thiruvananthapuram, Kerala, India beBeerelationship Full time ₹ 45,00,000 - ₹ 1,05,00,000
Relationship Manager Job Summary

This role is designed for individuals who possess excellent client management skills and a deep understanding of the equity markets. As a Relationship Manager, you will be responsible for identifying and acquiring new clients, building strong relationships with existing ones, and providing expert advice on investment strategies.

You will work closely with clients to understand their financial goals and risk appetite, and develop tailored solutions to meet their needs. This includes staying up-to-date with market trends and providing timely portfolio reviews and adjustments.

In addition to your client-facing responsibilities, you will also be required to stay organized and maintain accurate records, ensuring compliance with regulatory requirements.

We are seeking a motivated and results-driven individual with a Bachelor's degree in Finance, Commerce, or Economics, and 2-5 years of experience in equity markets, wealth management, or a related field. You should have excellent communication and problem-solving skills, as well as the ability to work under pressure.

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