Relationship Manager

16 hours ago

Chennai, Tamil Nadu, India DUVEE TECHNOLOGIES PVT LTD Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Job Summary:

The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions and informed investment recommendations.

Key Responsibilities:

Relationship Management:

  • Build, maintain, and strengthen relationships with clients, understanding their financial objectives and risk profiles.
  • Serve as the primary point of contact for assigned clients, providing timely updates and addressing queries.
  • Develop and execute strategies to enhance client satisfaction and retention.
  • Identify opportunities to expand the client portfolio and cross-sell financial products.

Stock Analysis & Advisory:

  • Conduct fundamental and technical analysis of equities, mutual funds, and other investment instruments.
  • Monitor market trends, company performance, and economic indicators to provide informed investment recommendations.
  • Prepare detailed research reports and investment insights for clients and internal stakeholders.
  • Assist in portfolio construction, risk assessment, and performance tracking for clients.

Requirements:

  • Bachelor's degree in Finance, Economics, Commerce, or related field; MBA/CA/CFP is a plus.
  • Proven experience in client relationship management and stock market analysis.
  • Strong analytical skills with the ability to interpret financial data and market trends.
  • Excellent communication, presentation, and interpersonal skills.
  • Knowledge of financial products, stock markets, and investment strategies.
  • Proficiency in MS Office, financial software, and trading platforms.

Job Type: Full-time

Pay: ₹25, ₹30,000.00 per month

Work Location: In person

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