Relationship Manager Erekrut... Recruitment Made Easy

0.0 years

0 Lacs

delhi, india

On-site

Designation: Relationship Manager - Wealth Manager What You'll Do Acquire new clients through networking, referrals, and proactive outreach strategies Strengthen and expand existing client relationships by delivering top-quality broking services Offer tailored investment advisory in equities and derivatives aligned with client goals Execute client trades with precision and efficiency across market segments Drive revenue by meeting sales targets and cross-selling/up-selling financial products Monitor client portfolios, identify new opportunities, and manage risks effectively Stay ahead of market movements, research insights, and regulatory updates to guide clients What You Need Strong knowled...

Posted 3 days ago

AI Match Score

Apply

ADVISORY MANAGER Shivam Stock Broking Company

3.0 - 7.0 years

0 Lacs

patna, bihar

On-site

As a Regional Advisory Manager, you will have the following responsibilities: - Experience in stock trading, option Trading, Mutual Fund, Third Party Products. - Work experience as Relationship Manager with a minimum of 3 years. - Support in selling SK Research and Advisory Products, Mutual Fund, and LAS through business partners. - Portfolio Doctoring support for franchisee clients. - Resolve investment queries. - Visit outlets of business partners in Bihar. - Build and maintain relationships. - Conduct HNI Client Meets along with franchises, as well as interactions and seminars covering Market Outlook, Mutual Funds, Stock Ideas, SK Advisory Products, etc. - Provide client training through ...

Posted 5 days ago

AI Match Score

Apply

Phd maths intern Labh - Mutual Funds

0.0 years

0 Lacs

india

On-site

Company Description At Labh, we empower retail investors with cutting-edge financial research tools for intelligent portfolio construction and risk management. Role Description This is a 6 months, on-site role for a PhD Maths Intern located in Visakhapatnam. The Researcher will work alongside a talented team to apply advanced mathematical models and techniques to solve complex financial problems. Daily tasks will include developing quantitative models, conducting data analysis, and assisting in the creation of innovative financial products. The fellow will also be involved in collaborative research projects, offering insights and recommendations to support overall investment strategies. Qual...

Posted 1 month ago

AI Match Score

Apply

Senior Relationship Manager - Fixed Income PhillipCapital India

3.0 - 7.0 years

0 Lacs

maharashtra

On-site

As a Relationship Manager, your primary responsibility will be to establish and maintain partnerships with Wealth Management Firms, MFDs, RIAs, and Independent Advisors to serve as Referral Partners for presenting Fixed Income opportunities to their clients. You will be required to engage with these Partners regularly to exchange ideas and insights on fixed income investments. Additionally, you will need to facilitate the resolution of trade-related inquiries from Partners and strive to achieve predefined Key Result Areas (KRAs). To excel in this role, you should possess a minimum of a Graduation degree, with a preference for Post-graduation qualifications. A solid background of 3-5 years in...

Posted 3 months ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.