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1 Job openings at BS2 Hire (Path of Career Solution
Relationship Manager

pune, madhya pradesh, mumbai city, delhi

2 - 7 years

INR 1e-05 - 0.00016 Lacs P.A.

On-site

Part Time

Position Overview We are seeking a dynamic and results-driven Relationship Manager to join our team. This role is pivotal in fostering strong relationships with our clients and ensuring their investment needs are met with the highest level of service. The ideal candidate will possess a deep understanding of the financial markets and a passion for helping clients achieve their financial goals. With an annual salary of 10,00,000 , this full-time position offers an exciting opportunity to work in a fast-paced environment across multiple locations including Delhi, Other Madhya Pradesh, Mumbai City, and Pune . Key Responsibilities Develop and maintain strong relationships with high-net-worth individuals (HNI) to understand their investment needs and objectives. Provide expert advice on investment opportunities, including mutual funds, equity derivatives, and stock broking. Conduct market research and analysis to identify trends and opportunities in the share market. Assist clients in the acquisition of demat accounts and guide them through the investment process. Achieve sales targets and contribute to the overall growth of the company. Prepare and deliver presentations to clients, showcasing investment strategies and portfolio performance. Collaborate with internal teams to ensure seamless service delivery and client satisfaction. Stay updated on market developments and regulatory changes affecting the investment landscape. Qualifications The ideal candidate will possess the following qualifications: A minimum of 2 to 7 years of relevant work experience in relationship management or a similar role within the financial services industry. Strong knowledge of investment products, including mutual funds, equity derivatives, and stock broking. Proven track record in sales and HNI acquisition. Excellent communication and interpersonal skills, with the ability to build rapport with clients. Strong analytical skills and a keen understanding of market trends. Ability to work independently and as part of a team in a fast-paced environment. Proficiency in relevant financial software and tools. If you are a motivated individual with a passion for finance and client service, we invite you to apply for this exciting opportunity. Join us in making a difference in the lives of our clients by helping them navigate their investment journeys.

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