The Relationship Manager & Stock Analyst will be responsible for managing client relationships, understanding their financial goals, and providing investment advice based on thorough stock market analysis. This role requires a blend of strong interpersonal skills and analytical expertise to ensure clients receive personalized financial solutions and informed investment recommendations.
Key Responsibilities:
Relationship Management:
Build, maintain, and strengthen relationships with clients, understanding their financial objectives and risk profiles.
Serve as the primary point of contact for assigned clients, providing timely updates and addressing queries.
Develop and execute strategies to enhance client satisfaction and retention.
Identify opportunities to expand the client portfolio and cross-sell financial products.
Stock Analysis & Advisory:
Conduct fundamental and technical analysis of equities, mutual funds, and other investment instruments.
Monitor market trends, company performance, and economic indicators to provide informed investment recommendations.
Prepare detailed research reports and investment insights for clients and internal stakeholders.
Assist in portfolio construction, risk assessment, and performance tracking for clients.
Requirements:
Bachelor's degree in Finance, Economics, Commerce, or related field; MBA/CA/CFP is a plus.
Proven experience in client relationship management and stock market analysis.
Strong analytical skills with the ability to interpret financial data and market trends.
Excellent communication, presentation, and interpersonal skills.
Knowledge of financial products, stock markets, and investment strategies.
Proficiency in MS Office, financial software, and trading platforms.
Job Type: Full-time
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
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