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Comfort Commotrade
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Relationship Manager

Relationship Manager

Comfort Commotrade

3 - 8 years

2 - 5 Lacs

Indore Nagpur Pune Jaipur

Posted:6 months ago| Platform:

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Skills Required

Cold calling Manager Client Servicing Trade Interpersonal skills Financial markets Client relationship management Back office processing Stock market Financial services Stock broking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Relationship Manager

Indore/Jaipur/Nagpur/Pune

1 Positions

Full Time

Minimum 3 years of experience in stock broking or financial services.

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Experience

Minimum 3 years of experience in stock broking or financial services.

CTC Offered

Depending on the interview and Experience

Job Summary:

We are looking for a proactive and client focused Relationship Manager to join our stock broking team. The ideal candidate will be responsible for managing and developing relationships with clients, ensuring customer satisfaction and promoting stock broking products and services.

Key Responsibilities:

Develop and maintain relationships with clients to enhance client retention and growth.

Acquire new clients through referrals, cold calling and marketing initiatives.

Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile.

Assist clients with account opening, KYC updates and other documentation.

Stay updated with market trends, stock movements and investment strategies to provide accurate advice.

Ensure prompt resolution of client queries and service related issues.

Achieve monthly targets for client acquisition, revenue generation and cross-selling financial products.

Coordinate with internal teams for trade execution, back-office processing and compliance.

Requirements:

Bachelors degree in Finance, Commerce, or a related field.

Strong communication and interpersonal skills.

Passion for financial markets and client servicing.

Client Relationship Management.

Stock Market Knowledge.

Sales and Target Orientation.

Communication and Presentation Skills.

Problem-Solving Skills.

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