Position: Relationship Manager / Equity Advisor
Experience Required: 4–6 Years
Location: Lucknow
Industry: Financial Services / Stock Market
About the Role
We are seeking a dynamic and client-focused Relationship Manager / Equity Advisor who can build long-term relationships with clients while driving business growth. The ideal candidate should possess strong communication skills, a thorough understanding of financial markets, and the ability to identify investment opportunities aligned with clients' financial goals.
Key Responsibilities
- Develop and maintain strong relationships with existing and prospective clients.
- Understand client financial objectives and provide suitable investment and market-related guidance.
- Generate revenue through client acquisition, portfolio expansion, upselling, and cross-selling of financial products.
- Monitor market trends and communicate relevant investment opportunities to clients.
- Ensure high levels of client satisfaction through regular engagement and prompt issue resolution.
- Achieve assigned business and revenue targets while maintaining compliance with company policies.
- Coordinate with internal teams to ensure seamless client servicing and account management.
Desired Candidate Profile
- 4–6 years of experience in Relationship Management, Equity Advisory, Wealth Management, or Financial Services.
- Strong knowledge of stock markets and investment products.
- Excellent communication, negotiation, and interpersonal skills.
- Proven ability to manage client relationships and achieve revenue targets.
- Self-motivated, result-oriented, and customer-centric approach.
What We Offer
- Attractive sales incentive
- Competitive compensation and performance-based incentives.
- Professional growth opportunities within the financial services industry.
- Dynamic and collaborative work environment.
Pay: ₹15,000.00 - ₹22,000.00 per month
Benefits:
Work Location: In person
