Financial Client Manager

3 days ago


Dindigul, Tamil Nadu, India beBeeRelationship Full time ₹ 20,00,000 - ₹ 25,00,000

About This Role

This position is ideal for individuals who excel in building strong client relationships and possess a deep understanding of financial markets.

  • Execute trade orders on behalf of clients and establish long-lasting connections with them.
  • Educate clients about investment opportunities and promote the sale of complementary products.
  • Meet client targets and conduct regular visits to bank branches as per set goals.
  • Specialized tasks include executing trade orders and advising clients based on thorough market research.

Required Qualifications:

  • A degree in finance or equivalent field.
  • NISM 8 certification (Equity & Derivatives), NISM 5 certification (Mutual Funds), and IRDA Certification.
  • Exceptional knowledge of stock markets and effective communication skills.

 

We Offer:

A dynamic work environment that fosters growth, collaboration, and innovation.

 

About Us:

A leading financial services company dedicated to providing innovative solutions to our clients.



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