Relationship Manager (stock Market - Sector 28,Gurugram)

Capital Placement Services

Responsibilities:

Build and maintain long-term relationships with clients, focusing on retaining existing customers and acquiring new ones.

Advise clients on their equity portfolios and provide recommendations to generate brokerage through advisory services.

Stay updated with market knowledge and trends to provide informed guidance to clients.

Ensure compliance with all relevant regulations, policies, and risk management practices.

Keeping the clients updated on their orders and facilitating cross-selling of products like mutual funds, SIPs, and portfolio management services (PMS) to clients.

Conduct client meetings and presentations as necessary.

Going to meet the clients if necessary.

Qualifications:

Bachelor's degree in any field (finance, economics, or related disciplines preferred).

Excellent communication and interpersonal skills to effectively interact with clients.

Proficient in using relevant software and tools for portfolio analysis and client relationship management.

Strong understanding of financial markets, investment products, and regulatory requirements.

Ability to work in a team and collaborate with other departments or functions as needed.

• Experience

  2 - 7 Years

• No. of Openings

  1

• Education

  B.A, B.Com

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  gurgaon