Relationship Manager Demat Accounts
Relationship Manager Demat Accounts
Posted on :
01-10-2024
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1 Vacancy
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Job Description
Position Overview:
As a Relationship Manager you will play a pivotal role in understanding our clients&39; business objectives and challenges to deliver strategic recommendations. You will be the primary point of contact responsible for building strong client relationships yzing data and fostering partnerships to drive the acquisition and management of Equity. Currency and Commodities trading accounts and investments.
Portfolio Review and Management: Regularly reviewing client portfolios to ess performance balance investments and optimize et allocation. Monitoring market trends and economic developments to make timely adjustments to client portfolios.
Compliance and Risk Management: Ensuring all client interactions and investment recommendations comply with regulatory requirements and internal policies. Educating clients about investment risks and implementing risk management strategies to protect their investments.
Market Research and ysis: Conducting market research and staying updated on industry trends economic indicators and geopolitical events that may impact equity markets. Using datadriven insights to inform investment decisions and client recommendations.
Team Collaboration: Collaborating with research ysts portfolio managers and other departments within the firm to leverage expertise. Participating in team meetings and sharing insights to enhance client service and satisfaction.
Continuous Learning and Development: Keeping abreast of changes in financial markets investment products and regulatory requirements through ongoing training and professional development. Continuously enhancing knowledge and ss to provide superior client service and support business growth.
No.0 of days working: 6 Days Per Week
No. of hours working: Morning 10:00 am to 7:00pm.
No. of years of relevant experience required: Min 2 Years
CTC range: Depending upon performance in the interview.
Education Qualification: MBA in Finance
Industry: Financial Services
Requirements
Background: Bachelor degree in Marketing or Finance MBA is a plus with minimum 2 years of experience.
Sales and Business Development: Ability to drive sales and acquire new clients/accounts meeting or exceeding targets.
Communication Ss: Excellent verbal and written communication ss to interact with clients effectively colleagues and stakeholders.
ytical Ss: Ability to yze market trends client data and financial statements to make informed decisions and recommendations.
Negotiation Ss: Proficiency in negotiating terms pricing and agreements to ensure mutual benefit for the client and the firm.
Role and Responsibilities:
Client Relationship Management: Building strong relationships with existing clients to understand their financial goals risk tolerance and investment preferences. Providing personalized advice and recommendations based on their needs and market conditions.
Channel Partner Recruitment: Develop and execute recruitment strategies to attract and engage top channel partners which also includes Monitoring and essing the performance of channel partners providing support and resources to help them achieve their targets and drive mutual success.
Investment Advisory: Offering expert guidance on equity investments including stocks mutual funds and other financial products. Conducting thorough research and ysis to provide clients with informed investment recommendations aligned with their financial objectives.
Sales Strategy Development: Developing and implementing effective sales strategies to achieve revenue goals and expand the firm's client base. This includes identifying market opportunities creating marketing campaigns and participating in promotional activities.
Benefits
Salary per Annum: Rs.
No. of days working: 6 Days Per Week
No. of hours working: Morning 10:00 am to 7:00pm.
No. of years of relevant experience required: Min 2 Years
Background: Bachelor degree in Marketing or Finance, MBA is a plus with minimum 2 years of experience. Sales and Business Development: Ability to drive sales and acquire new clients/accounts, meeting or exceeding targets. Communication Ss: Excellent verbal and written communication ss to interact with clients effectively, colleagues, and stakeholders. ytical Ss: Ability to yze market trends, client data, and financial statements to make informed decisions and recommendations. Negotiation Ss: Proficiency in negotiating terms, pricing, and agreements to ensure mutual benefit for the client and the firm. Role and Responsibilities: Client Relationship Management: Building strong relationships with existing clients to understand their financial goals, risk tolerance, and investment preferences. Providing personalized advice and recommendations based on their needs and market conditions. Channel Partner Recruitment: Develop and execute recruitment strategies to attract and engage top channel partners which also includes Monitoring and essing the performance of channel partners, providing support and resources to help them achieve their targets and drive mutual success. Investment Advisory: Offering expert guidance on equity investments, including stocks, mutual funds, and other financial products. Conducting thorough research and ysis to provide clients with informed investment recommendations aligned with their financial objectives. Sales Strategy Development: Developing and implementing effective sales strategies to achieve revenue goals and expand the firm's client base. This includes identifying market opportunities, creating marketing campaigns, and participating in promotional activities.
Employment Type
Full Time
Key Skills
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