Relationship Manager

1 day ago


Anantapur, Andhra Pradesh, India beBeeInvestment Full time ₹ 14,40,000 - ₹ 25,12,000

As a key professional, you will be responsible for managing relationships with clients and delivering high-quality investment solutions.

Key Responsibilities
  • Executing trade orders on behalf of clients is a critical component of this role.
  • You will build strong relationships with clients through education and advisory services related to investments.
  • Client acquisition and cross-selling of financial products will also be an essential part of your responsibilities.
  • Regular client meetings and bank branch visits are necessary to meet targets and goals.
Specialized Activities
  • Trade order execution requires attention to detail and excellent communication skills.
  • Providing advisory services based on research reports is a significant responsibility.
Required Skills and Qualifications
  • A bachelor's degree in finance or a related field is preferred.
  • Certifications such as NISM 8, NISM 5, and IRDA Certification are required.
  • Extensive knowledge of the stock market is mandatory.
  • Excellent communication and interpersonal skills are essential.
What We Offer
  • This role provides an opportunity to develop expertise in relationship management.
  • Competitive compensation packages and career growth opportunities are available.


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