Relationship Manager & Stock Analyst

Job Summary:
The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions and informed investment recommendations.

Key Responsibilities:

Relationship Management:

• 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.

Stock Analysis & Advisory:

• 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.

Requirements:

• Bachelor’s 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.

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person