Relationship Manager

Position Overview

Relationship Manager

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.