Strategic Relationship Builder

1 day ago


Solapur, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 20,00,000
Job Description:

Executing trade orders, building relationships with clients, and educating them about investments are key responsibilities of this role.

This involves executing trade orders on behalf of clients, identifying opportunities to grow client relationships, and providing guidance on investment options.

  • Building Strong Client Relationships
  • Executing Trade Orders
  • Advising Clients based on Research Reports
Required Skills and Qualifications:

Graduation in finance specialization is preferred. NISM 8 certification (Equity & derivatives) and NISM 5 certification (Mutual Funds) are also required. IRDA Certification is necessary for this role.

  • Graduation in Finance Specialization
  • NISM 8 Certification (Equity & Derivatives)
  • NISM 5 Certification (Mutual Funds)
  • IRDA Certification

Strong stock market knowledge and good communication skills are essential for success in this position.

Benefits:

This role offers a unique opportunity to build lasting relationships with clients, develop business acumen, and advance your career in finance.

A strong understanding of the financial industry, excellent interpersonal skills, and ability to work effectively in a team environment are highly valued in this position.

Others:

This role requires strong interpersonal skills, business acumen, and an ability to build lasting relationships with clients.

Developing strong relationships with clients, staying up-to-date with industry trends, and delivering exceptional customer service are critical components of this position.



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