
Strategic Client Relationship Manager
10 hours ago
Senior Relationship Manager Position
We are seeking a highly skilled and experienced Senior Relationship Manager to spearhead client relationships and provide expert investment advice.
Main Responsibilities:
- Execution of trade orders in a timely and efficient manner.
- Maintaining relationships with existing clients, understanding their investment goals, and educating them on various investment opportunities.
- Acquiring new clients through targeted marketing efforts and cross-selling third-party products such as mutual funds, insurance, and systematic investment plans (SIPs).
- Conducting regular client meetings and visiting bank branches to achieve business targets and expand the customer base.
Key Activities:
- Executing trade orders with precision and accuracy.
- Providing clients with expert advice based on research reports and market analysis.
Required Skills:
- Graduation in finance specialization or related field.
- NISM 8 certification in equity and derivatives, NISM 5 certification in mutual funds, and IRDA certification.
- Thorough knowledge of the stock market and its dynamics.
- Excellent communication and interpersonal skills.
Why Choose Us:
We offer a dynamic work environment, competitive remuneration package, and opportunities for growth and development. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
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