to manage and enhance client relationships for our
wealth management and stock broking
operations. The ideal candidate will be responsible for onboarding clients, understanding their financial goals, offering appropriate investment solutions, and ensuring a seamless client experience.
Key Responsibilities:
Client Relationship Management:
Maintain and develop strong relationships with HNI and retail clients.
Serve as the primary point of contact for assigned clients, ensuring prompt and effective resolution of queries and issues.
Regularly update clients on market trends, investment opportunities, and portfolio performance.
Sales & Advisory Support:
Understand client financial needs and provide suitable investment options across equity, mutual funds, bonds, PMS, AIFs, etc.
Support business development by cross-selling and upselling investment products.
Assist in achieving revenue targets through client retention and acquisition.
Onboarding & Documentation:
Guide new clients through KYC, account opening, and compliance formalities.
Ensure all documentation is complete and compliant with regulatory norms (SEBI, NSE/BSE, etc.).
Market Awareness:
Stay informed about financial markets, stock movements, and product innovations.
Share insights and recommendations with clients in collaboration with the research team.
Client Servicing & Reporting:
Monitor client portfolios and generate performance reports.
Coordinate with back-office and operations to ensure smooth transaction processing and reporting.
Key Skills & Competencies:
Strong interpersonal and communication skills
Financial and investment acumen
Client-focused approach
Good understanding of equity markets and financial instruments
Problem-solving and decision-making abilities
Proficiency in CRM software and MS Office tools
Qualifications:
Bachelor's degree in Finance, Commerce, or related field (MBA/PGDM preferred)
NISM certifications (Series VII, VA,XI etc.) will be an added advantage
Minimum 2-5 years of experience in client servicing/sales in wealth management or broking industry
Job Type: Full-time
Pay: ?10,000.00 - ?20,000.00 per month
Benefits:
Health insurance
Leave encashment
Life insurance
Paid sick time
Paid time off
Schedule:
Day shift
Supplemental Pay:
Commission pay
Performance bonus
Education:
Bachelor's (Required)
Language:
English (Preferred)
Location:
Vesu, Surat, Gujarat (Preferred)
Willingness to travel:
75% (Preferred)
Work Location: In person
Speak with the employer
+91 8511081187
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Job Detail
Job Id
JD3698234
Industry
Not mentioned
Total Positions
1
Job Type:
Contract
Salary:
Not mentioned
Employment Status
Permanent
Job Location
GJ, IN, India
Education
Not mentioned
Experience
Year
Apply For This Job
Beware of fraud agents! do not pay money to get a job
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.