
Strategic Client Relationship Manager
2 weeks ago
About This Role
As a seasoned relationship manager, you will be responsible for executing trade orders on behalf of clients with utmost care and timeliness. Your primary objective will be to build and maintain strong relationships with clients, providing them with expert guidance on various investment options and products.
Key Responsibilities:
- Execute trades efficiently and effectively, minimizing risk and maximizing returns.
- Advise clients based on research reports, providing personalized investment recommendations.
- Achieve client acquisition targets by cross-selling third-party products such as mutual funds, insurance, and systematic investment plans (SIPs).
- Conduct regular client meetings and visits to bank branches, as per goal sheets and performance indicators.
Requirements:
- Graduation in finance or a related field, preferably with a specialization in finance.
- NISM 8 certification (Equity & Derivatives) and NISM 5 certification (Mutual Funds) are mandatory.
- IRDA Certification is also required.
- Strong stock market knowledge and good communication skills are essential for this role.
Why Work With Us?
We offer a dynamic and challenging work environment, with opportunities for growth and development. Our team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with our clients.
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