Relationship Manager

2 years

2 - 3 Lacs

Posted:3 weeks ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Develop and manage relationships with existing and potential clients.
  • Understand client financial needs and suggest appropriate investment solutions in equity, mutual funds, bonds, and other financial products.
  • Maintain and grow a portfolio of HNI/UHNI clients.
  • Offer advisory services based on research, risk profiling, and market trends.
  • Execute trades/orders on behalf of clients as required.
  • Conduct regular portfolio reviews and suggest rebalancing strategies.
  • Ensure compliance with SEBI and internal policies.
  • Achieve targets related to revenue generation, client acquisition, and retention.

Required Skills & Qualifications:

  • Bachelor’s or Master’s degree in Finance, Commerce, or related field.
  • NISM certifications (Series VII – Equity Derivatives, Series V – Mutual Fund) preferred.
  • Proven 2+ years of experience as a Relationship Manager in financial services.
  • In-depth knowledge of investment products, market trends, and portfolio management.
  • Strong communication, negotiation, and client servicing skills.
  • Ability to work independently and in a team-oriented environment.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹32,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Flexible schedule
  • Health insurance
  • Paid sick time
  • Paid time off

Schedule:

  • Day shift
  • Fixed shift
  • Weekend availability

Language:

  • English (Preferred)

Work Location: In person

Speak with the employer
+91 9909829291

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