Relationship Manager - Stock Broking bank based Broking Co
Relationship Manager - Stock Broking bank based Broking Co
Posted on :
27-11-2024
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
About the Role:
As a Relationship Manager you will be responsible for acquiring and retaining highnetworth clients. You will build and maintain strong relationships with clients understand their financial needs and provide tailored investment solutions.
Key Responsibilities:
- Client Acquisition:
- Identify prospect and acquire highnetworth individuals and corporate clients.
- Leverage networking referrals and cold calling to generate leads.
- Conduct effective sales presentations and product demonstrations.
- Identify prospect and acquire highnetworth individuals and corporate clients.
- Client Relationship Management:
- Build and maintain strong relationships with clients through regular communication and personalized service.
- Understand clients financial goals risk tolerance and investment preferences.
- Provide timely and accurate financial advice and recommendations.
- Address client queries and concerns promptly and professionally.
- Build and maintain strong relationships with clients through regular communication and personalized service.
- Product Consultation:
- Educate clients on a range of investment products including equities derivatives mutual funds and fixed income instruments.
- Provide expert advice on portfolio management asset allocation and risk management.
- Help clients make informed investment decisions.
- Educate clients on a range of investment products including equities derivatives mutual funds and fixed income instruments.
- Business Development:
- Identify crossselling and upselling opportunities to increase revenue.
- Participate in industry events and conferences to network with potential clients.
- Collaborate with other departments to ensure seamless client experience.
- Identify crossselling and upselling opportunities to increase revenue.
- Compliance and Risk Management:
- Adhere to regulatory guidelines and compliance standards.
- Monitor market trends and regulatory changes to mitigate risks.
- Maintain accurate and uptodate client records.
- Adhere to regulatory guidelines and compliance standards.
Requirements
Required Skills and Qualifications:
- Strong understanding of financial markets investment products and economic trends.
- Excellent communication and interpersonal skills.
- Proven sales and relationshipbuilding abilities.
- Strong analytical and problemsolving skills.
- Min Graduate.
- NISM certification (Series 8 10 11) is mandatory.
- Experience in the stock broking industry is preferred.
- Proficiency in financial analysis tools and software.
- Ability to work under pressure and meet deadlines.
- A selfstarter with a strong work ethic.
Benefits
Salary : as per industry. incentive
If you are a passionate and driven individual with a knack for building relationships and a deep understanding of the financial markets we encourage you to apply.
Qualifications and Experience: Bachelor s degree in finance, Economics, or a related field. Minimum 5 years of experience in risk management, preferably in the financial services industry. Strong understanding of financial markets, risk metrics, and regulatory frameworks. Proficiency in risk management software and tools. Excellent analytical and problem-solving skills. Strong attention to detail and accuracy. Excellent communication and interpersonal skills. Desired Skills: Certification in risk management (e.g., FRM, CERA). Experience working with regulatory bodies like SEBI. Knowledge of RMS and data analysis & automation.
Education
MBA
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
