Financial Services Professional
2 weeks ago
Job Description:
We are seeking a seasoned Investment Relationship Manager to join our team. In this role, you will be responsible for handling high-net-worth individual (HNI) clients and other non-resident Indian (NRI) clients.
As an Investment Relationship Manager, your primary objective will be to achieve the business target assigned to you in terms of generating revenue through equity broking and other investment products. You will acquire clients via demat sourcing, enhance, and upgrade their relationships.
You will profile clients and suggest financial products (equity) to meet their needs based on their risk appetite.
Key Responsibilities Include:
- Coordinating with clients daily for investments in equity and other wealth products like mutual funds, PMS, SIPs, AIF, etc., for the existing set of customers;
- Helping customers execute trades online and place orders on behalf of customers;
- Achieving healthy revenues without compromising on client profitability;
- Acquiring new clients through existing client referrals;
- Activating inactive clients through regular follow-ups;
- Regularly following up with clients and handling their queries;
- Keeping abreast of micro and macroeconomic indicators, global and domestic financial markets, and their impact on stock movements;
- Responsible for adding new NRI HNI clients.
Required Skills and Qualifications:
The ideal candidate should have at least 3 years of experience in sales of investment products like Mutual Funds, PMS, AIF, Stock Broking), and hold certifications such as NISM Series - VIII (Equity derivatives).
Benefits:
This is a fantastic opportunity to grow your career in the financial services industry while working with a dynamic team.
What We Offer:
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