Manager Sales/ Manager Trading, Relationship Manager,Dealer, Team Leader, SM, Wealth Manager

Company Description

mastertrust Group is a leading financial services provider in India with over two decades of impeccable client servicing. With a workforce of 1,000+ employees and over 300,000 client relationships, the organization focuses on cultivating an investment culture centered on value investing. As a one-stop destination for all investment needs, mastertrust is committed to delivering relationship-driven financial solutions tailored for retail customers. The company's mission is to consistently meet the diverse financial requirements of its valued clients.

Role Description

This is a full-time on-site role for Manager Sales/Manager Trading, Relationship Manager, Dealer, located in Ludhiana. Responsibilities include managing client relationships, achieving sales targets, facilitating seamless trading operations, and overseeing customer investment portfolios. The role also involves providing high-quality advisory services, ensuring compliance with trading regulations, and driving client satisfaction through consistent and personalized engagement.

Qualifications

• Sales and Relationship Management skills with experience in client acquisition and retention
• Strong understanding of Trading Operations and Investment Products
• Advisory and Portfolio Management expertise to cater to client needs
• Effective Communication, Problem-Solving, and Interpersonal skills
• Ability to work on-site in a dynamic and collaborative environment
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Relevant certifications in trading, advisory, or portfolio management are advantageous