Job
Description
As a Relationship Manager & Stock Analyst, your role will involve managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. You will need a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions and informed investment recommendations. Key Responsibilities: - Build, maintain, and strengthen relationships with clients, understanding their financial objectives and risk profiles. - Serve as the primary point of contact for assigned clients, providing timely updates and addressing queries. - Develop and execute strategies to enhance client satisfaction and retention. - Identify opportunities to expand the client portfolio and cross-sell financial products. - Conduct fundamental and technical analysis of equities, mutual funds, and other investment instruments. - Monitor market trends, company performance, and economic indicators to provide informed investment recommendations. - Prepare detailed research reports and investment insights for clients and internal stakeholders. - Assist in portfolio construction, risk assessment, and performance tracking for clients. Qualifications Required: - Bachelors degree in Finance, Economics, Commerce, or related field; MBA/CA/CFP is a plus. - Proven experience in client relationship management and stock market analysis. - Strong analytical skills with the ability to interpret financial data and market trends. - Excellent communication, presentation, and interpersonal skills. - Knowledge of financial products, stock markets, and investment strategies. - Proficiency in MS Office, financial software, and trading platforms. As a Relationship Manager & Stock Analyst, your role will involve managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. You will need a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions and informed investment recommendations. Key Responsibilities: - Build, maintain, and strengthen relationships with clients, understanding their financial objectives and risk profiles. - Serve as the primary point of contact for assigned clients, providing timely updates and addressing queries. - Develop and execute strategies to enhance client satisfaction and retention. - Identify opportunities to expand the client portfolio and cross-sell financial products. - Conduct fundamental and technical analysis of equities, mutual funds, and other investment instruments. - Monitor market trends, company performance, and economic indicators to provide informed investment recommendations. - Prepare detailed research reports and investment insights for clients and internal stakeholders. - Assist in portfolio construction, risk assessment, and performance tracking for clients. Qualifications Required: - Bachelors degree in Finance, Economics, Commerce, or related field; MBA/CA/CFP is a plus. - Proven experience in client relationship management and stock market analysis. - Strong analytical skills with the ability to interpret financial data and market trends. - Excellent communication, presentation, and interpersonal skills. - Knowledge of financial products, stock markets, and investment strategies. - Proficiency in MS Office, financial software, and trading platforms.
