Relationship Manager (Demat and Unlisted Securities)

Company Description

Xpertvoice Finnovation Pvt Ltd is a wealth management company with head office in Ahmedabad and other branch offices in Raj Nagar, Ghaziabad, Uttar Pradesh, India.We are dedicated to managing and growing the assets of our clients to ensure their financial success. Currently, we are serving more than 1,000 families, providing them with tailored solutions and expert advice to meet their unique financial needs and goals.

Role Description

This is a full-time hybrid role for a Relationship Manager (Demat and Unlisted Securities) located in Ahmedabad with some work-from-home acceptable. The Relationship Manager will be responsible for managing client relationships, providing expert advice on demat and unlisted securities, and ensuring high levels of client satisfaction. Daily tasks include interacting with clients, managing their portfolios, conducting financial analyses, providing market insights, and ensuring compliance with regulatory requirements. The role involves both client-facing activities and back-end report generation and analysis.

Qualifications

• Excellent knowledge of Demat and Unlisted Securities
• Strong client relationship management and communication skills
• Experience in financial analysis, portfolio management, and market research
• Proficiency in compliance and regulatory requirements in the financial sector
• Problem-solving skills and attention to detail
• Ability to work independently and manage time effectively in a hybrid work environment
• Bachelor's degree in Finance, Business Administration, or a related field
• Professional certifications such as NISM Certified, CWM or CFP are a plus
• Experience in wealth management or a related field is preferred