Relationship Manager - A Leading Stock Broking Company

Job Title: Relationship Manager

Location: Jaipur

Position Type: FullTime

Job Summary:

The Relationship Manager will play a key role in managing and nurturing client relationships within our stock broking house. This position is responsible for providing exceptional service to clients advising them on investment opportunities and ensuring a seamless trading experience. The ideal candidate will possess a deep understanding of financial markets strong interpersonal skills and a commitment to client success.

Key Responsibilities:

• Client Relationship Management: Acquisition of New customers and maintain strong relationships with clients understanding their investment goals and preferences to provide tailored solutions.
  
• Advisory Services: Offer expert guidance on market trends investment strategies and financial products to help clients make informed decisions.
  
• Account Management: Oversee client accounts ensuring accuracy in trading and compliance with regulatory requirements.
  
• Customer Support: Address client inquiries and resolve issues promptly providing timely updates on market changes and account status.
  
• Performance Monitoring: Track and analyse client portfolios recommending adjustments as necessary to optimize performance.
  
• Market Research: Stay informed about market developments economic indicators and investment opportunities sharing insights with clients regularly.
  
• Sales Growth: Identify opportunities for upselling and crossselling financial products and services to enhance client portfolios.
  
• Collaboration: Work closely with internal teams (trading compliance research) to ensure a cohesive client experience and effective of trades.
  

Requirements

Qualifications:

• Education: Bachelor s degree in Finance Business Economics or a related field; relevant certifications (NISM) is a plus.
  
• Experience: 35 years of experience in relationship management sales or client advisory roles within the financial services or stock broking industry.
  
• Skills:
  
• Strong knowledge of financial markets investment products and trading processes.
  
• Excellent interpersonal and communication skills with a focus on client engagement.
  
• Proficient in CRM software and trading platforms.
  
• Analytical mindset with the ability to interpret financial data and trends.
  
• Attributes:
  
• Proactive clientfocused and resultsdriven.
  
• Strong organizational skills with the ability to manage multiple clients and priorities.
  
• High ethical standards and commitment to compliance.
  

Benefits

Benefits: Salary up to 8LPA Performance based Incentive

Feel free to reach us for any query @Rahul kumarSaurabh Agrawal.