Relationship Manager (Gwalior)

Duties and Responsibilities:

Build and maintain long-term relationships with clients, focusing on both acquiring new clients (especially HNI and Ultra HNI) and retaining existing ones.

Liaise with internal departments to ensure quick resolution of client queriesAdvise clients on equity portfolios, provide investment recommendations, and execute stock trades on their behalf.

Identify and pursue new business opportunities, including cross-selling financial products such as mutual funds, PMS, IPOs, and insurance.

Monitor and analyze stock market trends to deliver timely, informed advice to clients.

Meet Non-Trading Customers and activate them.

Ensure that the customer actively trades after opening the account.

Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed.

Achieve revenue and client activation targets through effective advisory and relationship management.

Attain through knowledge about stock market terms and trading practices.

KRA:

Client Acquisition & Relationship Management: Acquire new clients, particularly in the retail and HNI segments, to expand the client base.

Build and maintain strong, long-term relationships with existing clients to ensure high levels of client satisfaction and retention.

Revenue Generation: Achieve revenue targets through brokerage and cross-selling of investment products such as equities, mutual funds, and other financial instruments.

Drive revenue growth by identifying and capitalizing on new business opportunities.

Performance Metrics: Meet or exceed targets for client acquisition, revenue generation, and client activation. Maintain high client retention rates and positive feedback scores. Issue Resolution: Address client inquiries and resolve issues or concerns promptly to enhance client satisfaction.

Skills:

Industry and Market Knowledge: Deep understanding of financial markets, investment strategies, and stock trading products is essential. Relationship managers must stay updated on market trends, regulatory changes, and economic developments to provide relevant advice to clientsClient Relationship Management: Building and maintaining strong client relationships is at the core of the role. This involves understanding clients’ investment needs, providing tailored solutions, and ensuring high client satisfaction and retentionTechnical Proficiency: Proficiency in CRM software and digital tools for managing client information and communications enhances efficiency and service qualityAdaptability and Problem-Solving: The ability to quickly adapt to changing market conditions, learn new products, and resolve client issues is highly valued.

Experience:5+ years

Salary & Benefits As per industry standard.

Location: Gwalior

Job Type: Full-time

Pay: ₹40,000.00 - ₹45,000.00 per month

Schedule:

• Morning shift

Language:

• English (Preferred)

Work Location: Remote

Speak with the employer
+91 7500435689