Senior Client Relationship Manager
7 days ago
Job Summary:
The Relationship Manager will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients advising them on investment opportunities and ensuring a seamless trading experience. The ideal candidate will possess a deep understanding of financial markets, strong interpersonal skills, and a commitment to client success.
Key Responsibilities:
- Client Relationship Management: Acquisition of New customers and maintain strong relationships with clients understanding their investment goals and preferences to provide tailored solutions.
- Advisory Services: Offer expert guidance on market trends, investment strategies, and financial products to help clients make informed decisions.
- Account Management: Oversee client accounts ensuring accuracy in trading and compliance with regulatory requirements.
- Customer Support: Address client inquiries and resolve issues promptly providing timely updates on market changes and account status.
- Performance Monitoring: Track and analyse client portfolios recommending adjustments as necessary to optimize performance.
- Market Research: Stay informed about market developments, economic indicators, and investment opportunities sharing insights with clients regularly.
- Sales Growth: Identify opportunities for upselling and cross-selling financial products and services to enhance client portfolios.
- Collaboration: Work closely with internal teams (trading, compliance, research) to ensure a cohesive client experience and effective execution of trades.
Requirements:
- Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field; relevant certifications (NISM) is a plus.
- Experience: 35 years of experience in relationship management, sales, or client advisory roles within the financial services or stock broking industry.
- Skills: Strong knowledge of financial markets, investment products, and trading processes. Excellent interpersonal and communication skills with a focus on client engagement. Proficient in CRM software and trading platforms. Analytical mindset with the ability to interpret financial data and trends.
- Attributes: Proactive, client-focused, and results-driven. Strong organizational skills with the ability to manage multiple clients and priorities. High ethical standards and commitment to compliance.
Benefits:
Salary up to 8LPA Performance-based Incentive
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