Company Description
Choice is a leading financial service provider offering stock market, mutual fund, insurance, and loan services. As part of Choice Group, a diversified conglomerate in finance, hospitality, and technology sectors, Choice employs over 6000 professionals with a presence in 88 countries. Choice Broking, a member of BSE, NSE, MCX, MSEI, and NCDEX, provides comprehensive services for traders and investors, including a proprietary trading platform, expert research, and portfolio management services. Committed to nurturing financial excellence for over two decades, Choice Group serves 4 lakh clients and has partnerships with 13 state governments.
Role Description
This is a full-time, on-site Relationship Manager role located in Tinsukia. The Relationship Manager will be responsible for managing client relationships, providing financial advice, assisting clients with their investment needs, and ensuring client satisfaction. Day-to-day tasks include meeting with clients, understanding their financial goals, recommending appropriate financial products, and maintaining regular communication to update clients on their portfolio performance and market trends. The role also involves ensuring compliance with regulatory requirements and promoting Choice's financial services and products.
Qualifications
- Excellent communication, interpersonal, and relationship-building skills
- Strong knowledge of financial markets and investment products
- Proficiency in client management and customer service
- Ability to conduct financial analysis and provide strategic financial advice
- Relevant experience in financial services, investment advisory, or a related field
- Minimum Bachelor's degree in Finance, Business, Economics, or related discipline
- Relevant certifications such as CFA, CFP, or other equivalents are a plus
- Proactive attitude and ability to work independently