Relationship Associate

1 day ago

Mumbai, Maharashtra, India YES SECURITIES Full time

Company Description

YES SECURITIES leverages its extensive knowledge, experience, and deep understanding of the financial markets to empower its customers in making informed and beneficial investment decisions. By embracing innovation and prioritizing client-centric solutions, the company aims to be a trusted partner in achieving financial goals. YES SECURITIES is committed to offering reliable investment strategies tailored to each client's unique needs, ensuring a seamless and enriching experience.

Role Description

This is a full-time on-site role based in Mumbai for a Relationship Associate. Responsibilities include building and maintaining strong client relationships, identifying client needs, providing financial and investment solutions, and ensuring a high level of customer satisfaction. The role also involves regularly interacting with clients to offer updates on their portfolios, addressing inquiries, and maintaining a professional and helpful demeanor while meeting performance objectives.

Qualifications

  • Strong relationship management and interpersonal skills to engage and effectively communicate with clients
  • Sound understanding of financial products and investment options
  • Competency in financial analysis and market research
  • Goal-oriented mindset with a focus on client satisfaction and delivering results
  • Proficiency in verbal and written communication
  • Self-motivated, team-oriented, and able to work in a fast-paced environment
  • Bachelor's degree in Finance, Business, Economics, or related field preferred
  • Experience in sales or client-facing financial roles is a plus

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