Relationship Manager
1 day ago
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
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Kotak Securities Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionAt Kotak Securities, we cultivate talent and create an environment that values and inspires every individual. Recognized as a Great Place to Work, we uphold transparency, ethical conduct, and a strong work ethic in the financial services sector. We believe in professional growth through internal training and mentorship programs, fostering...
-
Relationship Manager
1 day ago
Chennai, Tamil Nadu, India CH Solutions Full time ₹ 8,00,000 - ₹ 12,00,000 per yearJob Title: Relationship ManagerAbout Us:We at CLAP HANDS, a leading consulting and placement firm, are hiring experienced candidates for direct payroll positions with our esteemed client companies across various domains.This is an opening for our client company.Job Description:We are seeking a dynamic and customer-focused Relationship Manager to build and...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Shree Mutual Fund Services PVT LTD Full time ₹ 60,00,000 - ₹ 72,00,000 per yearPosition SummaryThe Relationship Manager (RM) is responsible for building and managing strong customer relationships, driving insurance sales, and delivering excellent service. The role involves understanding customer needs, recommending suitable insurance solutions, managing partner relationships (if applicable), and achieving sales and service targets.Key...
-
Relationship Manager
5 days ago
Chennai, Tamil Nadu, India Manifest Wealth Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionManifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and...
-
Relationship Managers
7 days ago
Chennai, Tamil Nadu, India ac4240bc-8a78-40a7-937e-1552bbc4de97 Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionCentrum India is a well-established financial services group with over two decades of experience. The company provides integrated solutions across various domains, including Investment Banking, Institutional Equities, and Wealth Management. Centrum India has also diversified into lending businesses such as SME, Affordable Housing, and...
-
Relationship Manager
7 days ago
Chennai, Tamil Nadu, India Capricorne Mindframe Full time ₹ 4,00,000 - ₹ 12,00,000 per yearJob Title: Relationship ManagerExperience: 6 – 8 YearsLocation: Chennai & BengaluruNotice Period: Immediate – 30 daysWe are hiring a Relationship Manager to join our teamWhat You'll DoBuild and nurture strong client relationships to drive growth and retentionDrive business growth by acquiring new clients and expand the client basePromote and cross-sell...
-
Relationship Manager
7 days ago
Chennai, Tamil Nadu, India Varthana Finance Pvt Ltd Full time ₹ 30,00,000 - ₹ 60,00,000 per yearJob SummaryVarthana is looking for Relationship Managers and Sales professionals to be a part of a dynamic, motivated, and highly productive Sales Team. The candidate would be required to identify schools and other educational institutions for taking loans and achieving business targets and handling the relationship with the client schools. Additional areas...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Centricity WealthTech Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionFounded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices by providing a robust SaaS-based investment management platform with digital transactional capabilities. Designed to support a wide range of investment products, the platform is tailored to meet the needs of...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India InvestoXpert Advisors Pvt Ltd Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionInvestoXpert, established in 2016, serves as a comprehensive solution for all real estate needs. The company offers services ranging from property buying and renting to interior solutions and financial assistance. Operating through an online ecosystem, InvestoXpert provides accurate, updated, and well-researched information for...
-
Relationship Manager
2 weeks ago
Chennai, Tamil Nadu, India Navia Markets Full timeRole Overview :As a Executive Premium Customer Experience (Relationship manager) , you will be at the forefront of client engagement and revenue generation. Your primary objective is to drive revenue growth by building and deepening strong relationships with premium clients. This includes daily interaction, providing strategic market insights, timely...