Building Client Relationships Specialist

5 days ago


Kozhikode, Kerala, India beBeeRelationship Full time ₹ 25,00,000 - ₹ 35,00,000
Senior Relationship Manager Job Opportunity

We are seeking a highly skilled and experienced professional to fill the role of Senior Relationship Manager at our organization.

Key Responsibilities:

  • Executing trade orders for clients based on their investment goals and risk tolerance.
  • Maintaining strong relationships with clients through regular meetings and communication.
  • Providing clients with education and guidance on investment products and services.
  • Identifying new business opportunities and cross-selling third-party products such as mutual funds, insurance, and SIPs.

Requirements:

  • Bachelor's degree in finance or a related field is preferred.
  • NISM 8 certification (Equity & derivatives) and NISM 5 certification (Mutual Funds) along with IRDA Certification are required.
  • Strong knowledge of stock markets and financial markets is essential.
  • Excellent communication and interpersonal skills are necessary.

About Our Organization:

Our company is a leading provider of financial services offering a range of products and services to individuals, corporates, and institutional investors. We strive to deliver exceptional customer service and build long-term relationships with our clients.



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