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Financial Services Relationship Lead

1 month ago

Jaipur, Rajasthan, India Hensex Securities Pvt Ltd. Full time

We are seeking a highly skilled Relationship Manager to join our team at Hensex Securities Pvt. Ltd. Our company is a leading financial service provider in India, dedicated to delivering innovative solutions to our clients.

As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our existing clients, as well as identifying and pursuing new business opportunities. Your expertise in financial instruments, investment products, and market trends will enable you to provide tailored financial solutions to our clients.

Key Responsibilities:

  • Client Relationship Management: Develop and maintain strong relationships with existing clients, providing expert advice and delivering exceptional customer service.
  • New Business Development: Identify and engage potential clients to expand our client base and achieve business growth targets.
  • Financial Planning: Collaborate with clients to assess their financial objectives, risk tolerance, and investment preferences, and develop comprehensive financial plans and investment strategies accordingly.
  • Investment Planning: Offer expert guidance on a diverse range of financial services, including Equity Broking, Commodity Broking, Mutual funds and Insurance/Corporate FDs, aligned with clients' risk profiles and objectives.
  • Portfolio Analysis: Conduct regular portfolio reviews and performance analysis to ensure client investments are on track to meet their financial goals.

Requirements:

  • 1-3 years of experience in a similar role.
  • Excellent customer relationship management (CRM) skills.
  • Proven ability to generate leads and drive business growth.
  • Good understanding of business propositions.
  • Sales-focused mindset with the ability to identify and pursue prospects.

If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.