Relationship Manager

3 days ago

Ajmer, Rajasthan, India Religare Broking Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Company Description

Religare Broking Limited (RBL) is a leading securities firm in India, serving over 10 lakh clients across both offline and online platforms. As a wholly owned subsidiary of Religare Enterprises Limited, RBL offers services in Equity, Currency, and Commodity broking, along with depository participant services. The company operates across more than 400 cities and holds memberships with NSE, BSE, and MSEI. RBL is recognized for its services, having earned various awards including the 'Top Equity Personality of the Year' and 'Top Performer in New Account Opened (Non- Bank Category)' in 2017.

Role Description

This is a full-time, on-site role for a Relationship Manager located in Ajmer. The Relationship Manager will be responsible for maintaining and enhancing relationships with clients, providing them with appropriate investment solutions, and ensuring client satisfaction. Day-to-day tasks include client interactions, portfolio management, handling client queries, participating in client meetings, and identifying new business opportunities within the client's portfolio.

Qualifications

  • Experience in client relationship management, financial advisory, and portfolio management
  • Strong knowledge of equity, currency, and commodities markets
  • Excellent communication, interpersonal, and customer service skills
  • Ability to work independently as well as within a team
  • Proficiency in financial software and tools
  • Relevant certifications such as NISM are beneficial
  • Bachelor's degree in Finance, Business Administration, or a related field

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