Relationship Manager Private Client Group

Company Description

IIFL Capital Services Limited, formerly known as IIFL Securities Limited, has nearly two decades of expertise in retail broking and financial product distribution. As one of India's largest independent full-service broking houses, IIFL excels in both the retail and institutional sectors. The company offers a comprehensive range of financial services and products tailored for corporates, institutional investors, high net worth individuals (HNWIs), and retail investors. With over 2,500 points of presence across more than 500 cities in India, IIFL has effectively served over 3 million customers. The firm's advanced technology platforms and experienced management team underscore its commitment to innovation, transparency, and customer service.

Role Description

This is a full-time, on-site role located in Bihar for a Relationship Manager in the Private Client Group at IIFL Capital Services Limited. The Relationship Manager will be responsible for building and maintaining strong relationships with high net worth individuals (HNWIs) and other key clients. Day-to-day tasks include portfolio management, investment advisory, conducting financial analysis, and identifying new business opportunities. The role also involves monitoring client portfolios, recommending investment strategies, and ensuring customer satisfaction and retention.

Qualifications

• Proven experience in portfolio management, investment advisory, or similar roles
• Strong skills in financial analysis and market research
• Excellent verbal and written communication skills
• Ability to build and maintain strong relationships with clients
• Proficient in using advanced technology platforms and financial tools
• Proven track record of achieving sales targets and expanding client base
• Ability to work independently and collaboratively within a team
• Bachelor's degree in Finance, Economics, Business Administration, or a related field; relevant certifications are a plus