Manager - Sales/Client Relationship - Broking Services

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Job Description - Manager - Sales/Client Relationship - Broking Services

We are writing to advise you of an excellent career opportunity with Finance Company, one of India's top financial businesses. We are looking for a dynamic and experienced Relationship Manager. Roles and Responsibilities : - Develop and cultivate relationships with rich individuals, corporate clients, and institutions. - Offer specialist financial guidance and solutions. - Serve as the client's primary point of contact, guaranteeing a positive experience. - Manage investment portfolios to maximize returns and rebalance as needed. - Use networking to discover and explore new business opportunities. - Ensure that rules and internal policies are followed. - Regularly monitor and assess portfolio performance and provide updates. Desired candidate profile : - Prior Experience - 1 year in Broking/Banking industry sales. - Domain Knowledge - Broking or Mutual Funds/Demat Account markets - Offering specialized banking products to a select set of high-net-worth individuals. - Graduate or postgraduate. - Customer Orientation - High energy levels combined with a desire to achieve. Benefits and perks include : - Health insurance, childcare, paid time off, pension, annual leave, and maternity leave for female candidates. For additional details, contact us at (ref:updazz.com)
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