Relationship Manager

3 months ago

Gurugram, India Jobopenning Full time

Job Title: RelationshipManager

Location:Gurgaon

PositionType: FullTime

JobSummary:

The RelationshipManager will play a key role in managing and nurturing clientrelationships within our stock broking house. This position isresponsible for providing exceptional service to clients advisingthem on investment opportunities and ensuring a seamless tradingexperience. The ideal candidate will possess a deep understandingof financial markets strong interpersonal skills and a commitmentto client success.

KeyResponsibilities:

  • ClientRelationship Management: Acquisition of New customers andmaintain strong relationships with clients understanding theirinvestment goals and preferences to provide tailoredsolutions.
  • AdvisoryServices: Offer expert guidance on market trendsinvestment strategies and financial products to help clients makeinformed decisions.
  • AccountManagement: Oversee client accounts ensuring accuracy intrading and compliance with regulatoryrequirements.
  • CustomerSupport: Address client inquiries and resolve issuespromptly providing timely updates on market changes and accountstatus.
  • PerformanceMonitoring: Track and analyse client portfoliosrecommending adjustments as necessary to optimizeperformance.
  • MarketResearch: Stay informed about market developmentseconomic indicators and investment opportunities sharing insightswith clientsregularly.
  • SalesGrowth: Identify opportunities for upselling andcrossselling financial products and services to enhance clientportfolios.
  • Collaboration:Work closely with internal teams (trading compliance research) toensure a cohesive client experience and effective oftrades.


Requirements

Qualifications:

  • Education:Bachelor s degree in Finance Business Economics or a related field;relevant certifications (NISM) is aplus.
  • Experience:35 years of experience in relationship management sales or clientadvisory roles within the financial services or stock brokingindustry.
  • Skills:
    • Strongknowledge of financial markets investment products and tradingprocesses.
    • Excellent interpersonaland communication skills with a focus on clientengagement.
    • Proficient in CRMsoftware and tradingplatforms.
    • Analytical mindset withthe ability to interpret financial data andtrends.
  • Attributes:
    • Proactiveclientfocused andresultsdriven.
    • Strong organizationalskills with the ability to manage multiple clients andpriorities.
    • High ethical standardsand commitment tocompliance.


Benefits

Benefits:Salary up to 8LPA Performance basedIncentive


Feel free to reach us forany query @Rahul kumarSaurabhAgrawal.



Education: Post-Graduate or MBA in Finance, BusinessAdministration, or related field. Experience: Minimum 6-8 yearswith any Leading stock Broking Company and managing branchadministration. Skills: Strong business and analytical skills.Excellent product knowledge and communication skills. Effectiveintegration and controlling skills. Proven people managementabilities. High target and customer service orientation. Stronglocal network and market knowledge.

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