Relationship Manager

Hensex Securities Pvt Ltd.

As a Relationship Manager for HENSEX Securities, you will be responsible for building and maintaining strong relationship with clients. The ideal candidate should possess a deep understanding of various financial instruments, investment products, and market trends, enabling them to provide tailored financial solutions to clients.

Responsibilities:

1. Client Relationship Management: Build and maintain strong relationships with existing clients by understanding their financial needs, providing expert advice, and delivering exceptional customer service.

2. New Business Development: Identify and engage potential clients within the financial securities market to expand the client base and achieve business growth targets.

3. Financial Planning: Collaborate with clients to assess their financial objectives, risk tolerance, and investment preferences, and develop comprehensive financial plans and investment strategies accordingly.

4. Investment Planning: Offer expert guidance on a diverse range of financial services, including Equity Broking, Commodity Broking, Mutual funds and Insurance/Corporate FD’s, aligned with clients' risk profiles and objectives.

5. Portfolio Analysis: Conduct regular portfolio reviews and performance analysis to ensure client investments are on track to meet their financial goals as suggested by client.

6. Compliance and Risk Management: Ensure adherence to all regulatory guidelines, internal policies, and risk management protocols when providing financial advice and executing transactions.

Requirements:

1. Bachelor's degree in Finance, Economics, Business Administration, or a related field

2. Proven experience as a Relationship Manager, Financial Advisor, or similar role in the financial services industry

• Experience

  1 - 5 Years

• No. of Openings

  4

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office