2 Stock Brokerage Jobs

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, ensuring all client interactions and investment recommendations are in line with industry standards. Market research and analysis are key aspects of your role, requiring you to stay informed about industry trends, economic indicators, and geopolitical events that could impact equity markets. Your data-driven insights will inform investment decisions and client recommendations. Collaboration with research analysts, portfolio managers, and other departments within the firm will enhance client service and satisfaction. Continuous learning and development are integral to this role, as you will need to stay updated on changes in financial markets, investment products, and regulatory requirements. Ongoing training and professional development will help you provide superior client service and support business growth effectively. Requirements for this position include a Bachelor's degree in Marketing or Finance, with an MBA being a plus, along with a minimum of 2 years of experience. You should have the ability to drive sales, acquire new clients/accounts, and meet or exceed targets. Excellent communication skills, both verbal and written, are essential for effective client interaction. Strong analytical skills will enable you to analyze market trends, client data, and financial statements to make informed decisions and recommendations. Proficiency in negotiation is also required to ensure mutual benefit for clients and the firm. Your responsibilities will include client relationship management, channel partner recruitment, investment advisory, and sales strategy development. Building strong relationships with clients, offering expert guidance on equity investments, and developing effective sales strategies will be key aspects of your role. The position offers a salary range of Rs. 3,00,000 - 7,50,000 per annum, with a full-time, permanent job type. You will be required to work 6 days per week, from 10:00 am to 7:00 pm, in Thane, Maharashtra, and the role involves in-person work.,

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 developments to make timely adjustments to client portfolios. Ensuring compliance with regulatory requirements and internal policies in all client interactions and investment recommendations is essential. Educating clients about investment risks and implementing risk management strategies to safeguard their investments is a key responsibility. Conducting market research, staying updated on industry trends, economic indicators, and geopolitical events that may impact equity markets, and using data-driven insights to inform investment decisions and client recommendations are integral to this role. Collaboration with research analysts, portfolio managers, and other departments within the firm to leverage expertise is encouraged. Participation in team meetings and sharing insights to enhance client service and satisfaction is expected. Continuous learning and development are emphasized, with a focus on staying abreast of changes in financial markets, investment products, and regulatory requirements through ongoing training and professional development. The role requires continuous enhancement of knowledge and skills to provide superior client service and support business growth. Requirements for this position include a Bachelor's degree in Marketing or Finance, with an MBA being a plus, along with a minimum of 2 years of relevant experience. The ability to drive sales and acquire new clients/accounts, meeting or exceeding targets, is essential. Excellent verbal and written communication skills are required to interact effectively with clients, colleagues, and stakeholders. Strong analytical skills are necessary to analyze market trends, client data, and financial statements for informed decision-making. Proficiency in negotiation skills to ensure mutual benefit for clients and the firm is also crucial. Key responsibilities include client relationship management, channel partner recruitment, investment advisory, and sales strategy development. Building strong relationships with existing clients, offering expert guidance on equity investments, developing and executing recruitment strategies for channel partners, and implementing effective sales strategies to achieve revenue goals are vital aspects of the role. The position offers a salary range of Rs. 3,00,000 - 7,50,000 per annum, with a full-time, permanent job type. The working schedule includes 6 days per week, with morning hours from 10:00 am to 7:00 pm. The job location is Thane, Maharashtra, and work is required in person. In summary, as a Relationship Manager with stock brokerage or demat account management experience, you will play a pivotal role in delivering strategic recommendations, building strong client relationships, and driving the acquisition and management of trading accounts and investments. Your responsibilities will include portfolio review and management, compliance and risk management, market research and analysis, team collaboration, continuous learning and development, client relationship management, channel partner recruitment, investment advisory, and sales strategy development, all aimed at providing superior client service and supporting business growth.,