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Indiabulls Securities Limited
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Relationship Manager

Relationship Manager

Indiabulls Securities Limited

0 years

0 Lacs

Surat Gujarat India

Posted:8 hours ago| Platform:

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Skills Required

trading planning portfolios communication analyze portfolio management finance certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

Indiabulls Securities Limited is one of India’s leading capital market companies, registered with SEBI as a Stock Broker (SEBI registration number INZ000036136) and a Depository Participant (SEBI Registration Number IN-DP-423-2019). The company specializes in stock broking, commodities trading, depository services, and the distribution of Mutual Funds, IPOs, and other investment and tax planning products.

Role Description

This is a full-time, on-site role located in Surat for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining strong relationships with clients. Daily tasks include advising clients on financial products and services, managing client portfolios, executing trades, and ensuring high customer satisfaction. The role involves regular client interactions and staying updated with the latest financial market trends.

Qualifications

Excellent communication and interpersonal skills
Strong knowledge of financial products, stock broking, and investment strategies
Ability to analyze market trends and make informed decisions
Experience in client portfolio management and advising
Proficiency in using trading platforms and financial software
Bachelor’s degree in Finance, Business, Economics, or a related field
Ability to work effectively in a fast-paced environment
Relevant certifications such as NISM Series VIII (Equity Derivatives) are a plus

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Relationship Manager