Job Description

Job Title: Relationship Manager
Location: Jaipur
Position Type: Full-Time
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 cross-selling 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 execution of trades.

Requirements
Qualifications:

• Education: Bachelors degree in Finance, Business, Economics, or a related field; relevant certifications (NISM) is a plus.

• Experience: 3-5 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, client-focused, and results-driven.

• 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 kumar-7217653834, Saurabh Agrawal-9452840840.