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Arihant Capital Markets Ltd
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Relationship Manager

Relationship Manager

Arihant Capital Markets Ltd

0 years

0 Lacs

indore madhya pradesh india

Posted:3 months ago| Platform:

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Skills Required

trading planning management research communication analyze certifications finance

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Arihant Capital Markets Ltd., established in 1992, is a public limited company with a mission to make every Indian financially independent. We provide a comprehensive range of services including equity and derivatives broking, online trading, mutual fund advisory, IPO investments, depository services, commodities and currency broking, financial planning, and wealth management. As a SEBI-registered stockbroker and AMFI-registered mutual fund distributor, we serve individual investors, corporates, HNIs, and NRIs. Our focus is on offering client-centric, research-driven financial guidance.

Role Description

This is a full-time, on-site role located in Indore for a Relationship Manager. The Relationship Manager will be responsible for managing and growing client relationships, providing investment advisory, and offering personalized financial planning solutions. Day-to-day tasks include meeting with clients, understanding their financial needs, recommending suitable investment products, conducting market research, and maintaining updated client records. The Relationship Manager will also work closely with the research and trading teams to ensure the best outcomes for clients.

Qualifications

Experience in Client Relationship Management and Investment Advisory
Financial Planning and Wealth Management skills
Knowledge of Equity and Derivatives Broking, and Mutual Fund Advisory
Familiarity with Online Trading and IPO Investments
Excellent interpersonal and communication skills
Ability to analyze market trends and data
Relevant certifications (e.g., NISM, CFP) and a Bachelor's degree in Finance, Economics, or related field
Proven track record of client-focused success

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Relationship Manager