
Financial Relationship Builder
6 days ago
Our organization is seeking an experienced professional to fill the role of Senior Relationship Manager. This individual will be responsible for executing trade orders, building client relationships, and educating them about investments. The successful candidate will acquire new clients and cross-sell third-party products such as Mutual Funds, Insurance, and SIPs.
Required Skills and Qualifications:- 4+ years of experience in a related field
- Strong communication skills and a deep understanding of the stock market
- Graduation in finance or a related field
- Certifications in NISM 8 (Equity & Derivatives), NISM 5 (Mutual Funds), and IRDA Certification
The ideal candidate will have excellent organizational and time management skills, which are essential for success in this role.
This position requires regular meetings with clients and visits to bank branches. Our team members must possess strong interpersonal skills and be able to work effectively in a fast-paced environment.
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