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Relationship Manager/Equity Dealer

2 weeks ago

Motera Ahmedabad Gujarat, India Global Graner Sales Services Pvt. Full time ₹ 2,40,000 - ₹ 4,00,000 per year

Responsibilities:

  • Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.
  • Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services.
  • Stay updated with market knowledge and trends to provide informed guidance to clients.
  • Ensure compliance with all relevant regulations, policies, and risk management practices.
  • Keeping the clients updated on their orders and facilitate cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients.
  • Conduct client meetings and presentations as necessary.
  • Going for meeting the clients if necessary.

Qualifications:

  • Bachelor's degree in any field (finance, economics, or related disciplines preferred).
  • Excellent communication and interpersonal skills to effectively interact with clients.
  • Proficient in using relevant software and tools for portfolio analysis and client relationship management.
  • Strong understanding of financial markets, investment products, and regulatory requirements.
  • Ability to work in a team and collaborate with other departments or functions as needed.

Job Types: Full-time, Permanent

Pay: ₹240, ₹400,000.00 per year

Benefits:

  • Provident Fund

Ability to commute/relocate:

  • Motera, Ahmedabad, Gujarat: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Experience:

  • Ventures: 1 year (Required)
  • Stocking: 1 year (Required)
  • Mutual Funds: 1 year (Required)

Work Location: In person