Company Description Xpertvoice Finnovation Pvt Ltd is a wealth management company with head office in Ahmedabad and other branch offices in Raj Nagar, Ghaziabad, Uttar Pradesh, India. We are dedicated to managing and growing the assets of our clients to ensure their financial success. Currently, we are serving more than 1,000 families, providing them with tailored solutions and expert advice to meet their unique financial needs and goals. Role Description This is a full-time hybrid role for a Relationship Manager (Demat and Unlisted Securities) located in Ahmedabad with some work-from-home acceptable. The Relationship Manager will be responsible for managing client relationships, providing expert advice on demat and unlisted securities, and ensuring high levels of client satisfaction. Daily tasks include interacting with clients, managing their portfolios, conducting financial analyses, providing market insights, and ensuring compliance with regulatory requirements. The role involves both client-facing activities and back-end report generation and analysis. Qualifications Excellent knowledge of Demat and Unlisted Securities Strong client relationship management and communication skills Experience in financial analysis, portfolio management, and market research Proficiency in compliance and regulatory requirements in the financial sector Problem-solving skills and attention to detail Ability to work independently and manage time effectively in a hybrid work environment Bachelor's degree in Finance, Business Administration, or a related field Professional certifications such as NISM Certified, CWM or CFP are a plus Experience in wealth management or a related field is preferred
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications .5-1 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills Must have commerce degree and zeal to grow with the organisation
The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their business objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 4-6 years' of client relationship experience Ability to manage multiple projects and clients Strong communication and interpersonal skills
As a candidate for this role, you will be responsible for gaining a deep understanding of the clients" business objectives and challenges. This will involve building a strong relationship with our clients and analyzing their data to create strategic recommendations. Your main focus will be to act as the primary point of contact for our clients. - Dialogue with clients to comprehend their business objectives and challenges - Analyze clients" data to provide strategic recommendations - Present the value-proposition to sales leads and current customers - Prospect for new sales leads and successfully close sales In order to excel in this position, you should possess the following qualifications: - 4-6 years of client relationship experience - Ability to effectively manage multiple projects and clients - Strong communication and interpersonal skills,