Senior Financial Relationship Manager

2 days ago


Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

Seeking a seasoned Financial Relationship Professional to spearhead client engagement and provide expert investment guidance. With a focus on forging robust client connections and delivering exceptional portfolio management services, this role is ideal for those passionate about the financial industry.

Key Responsibilities:
  • Executing trade orders with precision and efficiency
  • Maintaining client relationships through regular meetings and site visits
  • Acquiring new clients as per targets and promoting 3rd party products (investment funds, insurance, systematic investment plans etc.)
  • Staying current with market trends and advising clients based on research reports
Requirements:
  • Graduation in finance or a related field
  • NISM certification (Equity & Derivatives), NISM certification (Mutual Funds), IRDA Certification
  • Excellent communication skills and stock market knowledge


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