Relationship Manager (Demat Account Sales) Pranam Recruiters

2.0 - 6.0 years

0 - 0 Lacs

thane, maharashtra

On-site

As a Relationship Manager in the financial services industry, you will leverage your expertise to understand clients" business objectives and challenges, providing strategic recommendations. Your role will involve building strong client relationships, analyzing data, and fostering partnerships to acquire and manage Equity, Currency, and Commodities trading accounts and investments. You will regularly review client portfolios to evaluate performance, balance investments, and optimize asset allocation. Monitoring market trends and economic developments will allow you to make timely adjustments to client portfolios. Compliance with regulatory requirements and internal policies is essential, ens...

Posted 2 months ago

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Relationship Manager Pranam Recruiters

2.0 - 6.0 years

0 - 0 Lacs

thane, maharashtra

On-site

As a Relationship Manager, you will leverage your 2 years of stock brokerage or demat account management service experience to understand clients" business objectives and challenges, delivering strategic recommendations. You will be the primary point of contact, responsible for building strong client relationships, analyzing data, and fostering partnerships to drive the acquisition and management of Equity, Currency, and Commodities trading accounts and investments. Regularly reviewing client portfolios to assess performance, balance investments, and optimize asset allocation is a critical aspect of this role. You will also be responsible for monitoring market trends and economic development...

Posted 3 months ago

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