Capital Markets Specialist
3 weeks ago
Job Title: Relationship Manager mutual fundsPMS
Job Overview
We are seeking an experienced Relationship Manager to join our team at GFL Recruitment Private Limited. As a Relationship Manager, you will be responsible for advising high-net-worth individuals on investment opportunities in mutual funds and other financial products.
Key Responsibilities
- Market Analysis and Advisory
Conduct thorough market analysis to identify investment opportunities and provide technical and fundamental stock market reports to clients.
Closing DealsNegotiate and close deals with clients to generate direct brokerage revenues.
Client Relationship ManagementBuild and maintain strong relationships with clients to improve market share in trading and delivery calls.
Business DevelopmentIdentify new business opportunities and cross-sell third-party focused products to clients.
Client AcquisitionAcquire new high-net-worth and ultra-high-net-worth clients through referrals and other marketing channels.
Requirements
This position requires a graduate or postgraduate degree and a minimum of 5 years of experience in the financial industry. Strong knowledge of capital markets, portfolio management, and financial planning is essential.
Behavioral Skills
The ideal candidate should possess strong customer relationship management skills, be able to approach clients with a go-getter attitude, and demonstrate customer satisfaction skills.
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