Relationship Manager

23 hours ago

Surat, Gujarat, India Ckredence Wealth Management Full time ₹ 10,00,000 - ₹ 15,00,000 per year

Key Responsibilities:

Client Relationship Management:

  • Maintain and develop strong relationships with HNI and retail clients.
  • Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues.
  • Regularly update clients on market trends, investment opportunities, and portfolio performance.

Sales & Advisory Support:

  • Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc.
  • Support business development by cross-selling and upselling investment products.
  • Assist in achieving revenue targets through client retention and acquisition.

Onboarding & Documentation:

  • Guide new clients through KYC, account opening, and compliance formalities.
  • Ensure all documentation is complete and compliant with regulatory norms (SEBI, NSE/BSE, etc.).

Market Awareness:

  • Stay informed about financial markets, stock movements, and product innovations.
  • Share insights and recommendations with clients in collaboration with the research team.

Client Servicing & Reporting:

  • Monitor client portfolios and generate performance reports.
  • Coordinate with back-office and operations to ensure smooth transaction processing and reporting.

Key Skills & Competencies:

  • Strong interpersonal and communication skills
  • Financial and investment acumen
  • Client-focused approach
  • Good understanding of equity markets and financial instruments
  • Problem-solving and decision-making abilities
  • Proficiency in CRM software and MS Office tools

Qualifications:

  • Bachelors degree in Finance, Commerce, or related field (MBA/PGDM preferred)
  • NISM certifications (Series VII, VA,XI etc.) will be an added advantage
  • Minimum 2–5 years of experience in client servicing/sales in wealth management or broking industry

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