Investment relationship manager

Job DescriptionJob SpecificationsProfile: RM SalesDesignation: Relationship ManagerReporting To: Branch Manager / Cluster HeadLocation: IndorePrimary Job ResponsibilitiesKey Responsibilities1. Client Acquisition & Onboarding- Identify and acquire new clients for equity trading and investment services.- Build a strong network to generate leads and convert...

KEY RESPONSIBILITIESClient Relationship Management: Acquire, build, and manage a portfolio of high-net-worth clients.Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies.Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.Financial Planning &...

Role & responsibilities-We are looking for a dynamic and result-oriented Relationship Manager (Field Sales) to join our team in Indore. The ideal candidate should have strong expertise in financial products, including Mutual Funds, Insurance, and Broking products, with a proven track record in sales and client relationship management.Preferred candidate...

Company Description: is dedicated to providing investors and traders with the tools they need to succeed. We believe in matching the right strategy with the right stocks and tools to ensure everyone can win in the financial market. Our goal is to empower individuals to make informed investment decisions.About the Role-We are looking for a dynamic and...

Job SpecificationsProfile: RM – SalesDesignation: Relationship ManagerReporting To: Branch Manager / Cluster HeadLocation: IndorePrimary Job ResponsibilitiesKey Responsibilities1. Client Acquisition & Onboarding- Identify and acquire new clients for equity trading and investment services.- Build a strong network to generate leads and convert prospects into...

We are Hiring𝐉𝐨𝐢𝐧ValleyNXT Ventures 𝐚𝐬 𝐚𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐧𝐚𝐥𝐲𝐬𝐭 Location: Indore Office (Mandatory in Office) Duration: 9 Months (Mandatory Internship) Apply at: About UsValleyNXT Ventures is a premier angel investor network connecting innovative startups with passionate investors. We...

NOTE: Read carefully before applyingRoles and ResponsibilitiesNew client acquisition for Trading and Demat account.Revenue generation through brokerage.Cross selling of investment products like Mutual funds, SIPs, Loans, Health Insurance, Life insurance, PMS, and Advance brokerage product (as per clients needs)Monitor and review team members' performance and...

Urgent Hriring For Relationship ManagerPosition: Sr. Relationship ManagerExperience- 2 + yearsCtc- upto 9 lpaWorking Days- 6 daysLocation- IndoreJob Responsibilities:Relationship Manager should have a good demographic understanding of IFA's/HNI/UHNI families across the state and cities.A good working relationship with IFA's is extremely important.Business...

About Us:Niraga Capital is a leading investment bank providing a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Our commitment to delivering outstanding client service is at the core of our business.Job Description:We are seeking a highly...

Role & responsibilitiesJob Summary:The Relationship Manager for Alternate Channel Sales will be responsible for building and managing relationships with partners in the alternate sales channels . This role requires a strategic thinker with strong interpersonal skills to drive business growth and achieve sales targets through non-traditional sales...