CONNECT STOCKS FINANCIAL SERVICES PVT LTD is a leading financial services company in India that offers stock broking, investment advisory, and portfolio management services. The company serves both retail and institutional clients with comprehensive investment opportunities and financial strategies. CONNECT STOCKS partners with Bajaj Finserv and Nuvama Wealth leverage their technological infrastructure and robust research capabilities, respectively, ensuring innovative and customer-focused financial solutions.

Role Description

This is a full-time on-site role for a Relationship Manager located in Nagpur The Relationship Manager will be responsible for managing client relationships, offering investment advice, and providing portfolio management services. Daily tasks include interacting with clients, identifying their financial needs, recommending appropriate financial products and services, and ensuring client satisfaction by maintaining a high level of service. Additionally, the Relationship Manager will work to meet sales targets and provide timely financial reports.

Qualifications

Strong interpersonal and communication skills
Experience in client relationship management and investment advisory
Knowledge of financial products and services, including stock broking and portfolio management
Ability to conduct market research and provide in-depth financial analysis
Proficiency in financial software and trading tools
Bachelor’s degree in Finance, Business, or a related field
Relevant certifications such as NISM, CFA, or CFP are a plus

More Jobs at CONNECT STOCKS FINANCIAL SERVICES PVT LTD

Relationship Manager

Nagpur, Maharashtra, India

Experience: Not specified

Salary: Not disclosed

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Relationship Manager