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Jainam Broking Limited
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Relationship Manager

Relationship Manager

Jainam Broking Limited

0 years

0 Lacs

kota rajasthan india

Posted:2 days ago| Platform:

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Skills Required

trading management research finance communication analysis resolve

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Jainam Broking Limited is a comprehensive provider of financial services, catering to diverse client needs. From equity and commodity trading to wealth management advisory and financial research, Jainam offers an extensive range of personalized solutions. Additionally, the company specializes in e-broking, e-KYC services, and tailored offerings for non-resident Indians. With expertise across multiple areas of finance, Jainam strives to deliver exceptional services to its clients.

Role Description

This is a full-time, on-site role located in Kota for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining strong relationships with clients. Day-to-day tasks include understanding client financial goals, providing tailored investment advice, cross-selling financial products, addressing customer queries, and ensuring client satisfaction. The role also involves achieving sales and performance targets by identifying new business opportunities and assisting clients in their financial decision-making process.

Qualifications

Strong interpersonal and communication skills to effectively engage with clients and build long-lasting relationships
Knowledge in financial services, equity and commodity trading, wealth management, and investment advisory
Proficiency in market research and analysis to provide accurate and strategic financial recommendations
Ability to manage and resolve client queries efficiently, ensuring customer satisfaction
Goal-oriented mindset with the ability to meet sales targets and identify business opportunities
Self-motivated, professional, and organized, with the ability to work on-site
Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
Prior experience in financial services, broking, or client relationship management is advantageous
Working knowledge of financial tools and platforms is a plus

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Relationship Manager