Senior Relationship Manager

Company Description

Religare Broking Limited (RBL), a wholly owned subsidiary of Religare Enterprises Limited (REL), is a leading securities firm in India. Serving over 10 lakh clients across both Offline and Online platforms, RBL offers broking services in Equity, Currency, and Commodity through its subsidiary Religare Commodities Limited. With an extensive footprint in over 400 cities, RBL is a member of NSE, BSE, and MSEI and serves as a depository participant with NSDL and CDSL. Additionally, RBL provides TIN facilitation, PAN facility, Aadhaar UID enrolment, and is an AMFI-registered mutual fund distributor.

Role Description

This is a full-time on-site role for a Senior Relationship Manager located in Nashik. The Senior Relationship Manager will be responsible for managing and developing client relationships, providing investment advice, and facilitating transactions in Equity, Currency, and Commodity markets. The role involves understanding clients' financial needs, offering suitable investment solutions, and maintaining a high level of client satisfaction. Regular follow-ups, portfolio reviews, and cross-selling of other financial products are integral parts of the role.

Qualifications

• Client Relationship Management, Customer Service, and Client Retention skills
• Investment Advisory, Wealth Management, and Financial Planning skills
• Knowledge of Equity, Currency, and Commodity markets
• Excellent communication and interpersonal skills
• Ability to work independently and in a team environment
• Experience in the broking industry is a plus
• Bachelor's degree in Finance, Business Administration, or related field