Client Relationship Strategist

4 weeks ago


Gurgaon, Haryana, India Jobopenning Full time

pbJobTitle:/bClientRelationshipStrategist/ppbLocation:/bGurgaon/ppbPositionType:/bFullTime/ppbJobSummary:/b/ppTheClientRelationshipStrategistwillplayakeyroleinmanagingandnurturingclientrelationshipswithinourstockbrokinghouse.Thispositionisresponsibleforprovidingexceptionalservicetoclients,advisingthemoninvestmentopportunities,andensuringaseamlesstradingexperience.Theidealcandidatewillpossessadeepunderstandingoffinancialmarkets,stronginterpersonalskills,andacommitmenttoclientsuccess./ppbKeyResponsibilities:/b/pullibClientRelationshipManagement:/bAcquisitionofnewcustomersandmaintainstrongrelationshipswithclients,understandingtheirinvestmentgoalsandpreferencestoprovidetailoredsolutions./lilibAdvisoryServices:/bOfferexpertguidanceonmarkettrends,investmentstrategies,andfinancialproductstohelpclientsmakeinformeddecisions./lilibAccountManagement:/bOverseeclientaccounts,ensuringaccuracyintradingandcompliancewithregulatoryrequirements./lilibCustomerSupport:/bAddressclientinquiriesandresolveissuespromptly,providingtimelyupdatesonmarketchangesandaccountstatus./lilibPerformanceMonitoring:/bTrackandanalyzeclientportfolios,recommendingadjustmentsasnecessarytooptimizeperformance./lilibMarketResearch:/bStayinformedaboutmarketdevelopments,economicindicators,andinvestmentopportunities,sharinginsightswithclientsregularly./lilibSalesGrowth:/bIdentifyopportunitiesforupsellingandcross-sellingfinancialproductsandservicestoenhanceclientportfolios./lilibCollaboration:/bWorkcloselywithinternalteams(trading,compliance,research)toensureacohesiveclientexperienceandeffectivetradeexecution./li/ulpbRequirements:/b/pullibQualifications:/bBachelor'sdegreeinFinance,Business,Economics,orarelatedfield;relevantcertifications(NISM)isaplus./lilibExperience:/b35yearsofexperienceinrelationshipmanagement,sales,orclientadvisoryroleswithinthefinancialservicesorstockbrokingindustry./lilibSkills:/b/liulliStrongknowledgeoffinancialmarkets,investmentproducts,andtradingprocesses./liliExcellentinterpersonalandcommunicationskillswithafocusonclientengagement./liliProficientinCRMsoftwareandtradingplatforms./liliAnalyticalmindsetwiththeabilitytointerpretfinancialdataandtrends./li/ullibAttributes:/b/liulliProactive,client-focused,andresults-driven./liliStrongorganizationalskillswiththeabilitytomanagemultipleclientsandpriorities./liliHighethicalstandardsandcommitmenttocompliance./li/ulpbBenefits:/bSalaryupto8LPA,Performance-basedIncentive./p



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