Algates Financial | Relationship Manager | bangalore
2 weeks ago
Company Description
Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products. Algates Financial has a dedicated team of relationship managers who deliver personalized investment services to clients in Bengaluru.
Role Description
This is a full-time on-site role for a Relationship Manager at Algates Financial. The Relationship Manager will be responsible for building and managing client relationships, understanding clients' financial goals, providing investment advice. The role involves collaborating with other team members to ensure exceptional service delivery.
Qualifications
- Strong understanding of stock market products such as equities, mutual funds , PMS etc.
- Excellent communication and interpersonal skills
- Experience in client relationship management
- Proficiency in Microsoft Excel and financial software
- Bachelor's degree in Finance, Business, Economics, or related field
- Relevant certifications like NISM Series V
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bangalore, India Algates Financial Full timeCompany Description Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products....
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bangalore, India Algates Financial Full timeCompany Description Algates Financial Private Limited, in association with Cholamandalam Securities Limited, offers premium stock broking services in India. Cholamandalam Securities Limited is a trusted brand in the stock broking space, providing a wide range of products such as stocks, futures and options, mutual funds, bonds, PMS, AIF and IAP products....
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