Relationship Associate

11 hours ago

Lucknow, Uttar Pradesh, India YES SECURITIES Full time ₹ 6,00,000 - ₹ 15,00,000 per year

Company Description

YES SECURITIES leverages extensive expertise and a deep understanding of financial markets to assist customers in making informed and strategic investment decisions. Focused on empowering clients with smart investment choices, YES SECURITIES is committed to enhancing financial growth and success. The company prioritizes customer-centric solutions, innovation, and excellence in its services, ensuring a reliable and professional approach to investment management.

Role Description

This is a full-time on-site role located in Lucknow for a Relationship Associate at YES SECURITIES. The Relationship Associate will be responsible for building and maintaining strong business relationships, analyzing client needs, and providing tailored investment and financial advisory services. The role involves managing customer queries, enhancing customer satisfaction, and identifying growth opportunities to support client portfolios. The candidate will collaborate with teams and demonstrate exemplary communication and service skills to achieve company objectives.

Qualifications

  • Proficiency in Business Relationship Management and Relationship Building to foster and maintain strong client relationships
  • Strong Analytical Skills to assess client needs and recommend suitable financial solutions
  • Excellent Communication and Customer Service skills to address client queries effectively and maintain client satisfaction
  • Ability to work collaboratively in a results-driven environment
  • Bachelor's degree in Finance, Business, or a related field
  • Prior experience in financial services or relationship management is an advantage

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