Designation : Relationship Manager
Location : Mumbai / Surat / Vadodara/Rajkot, Ahmedabd , Thane
Experience : 1 to 3 Years
About the Opportunity
We are hiring experienced professionals for one of India's leading financial services organizations. This is an excellent opportunity for candidates passionate about financial markets, investments, wealth management, and client relationship management.
Key Responsibilities
- Advise clients on equity investments, derivatives (F&O), mutual funds, and other financial products.
- Understand clients' financial goals and recommend suitable investment strategies.
- Build, manage, and grow long-term client relationships.
- Acquire new clients through effective networking and business development.
- Provide portfolio guidance and wealth creation solutions.
- Track market trends and share timely investment insights with clients.
- Promote investment products including Equity, Mutual Funds, IPOs, PMS, Bonds, Fixed Income Products, and Insurance.
- Guide clients on Futures & Options (F&O) strategies and risk management.
- Ensure a seamless onboarding experience and deliver excellent customer service.
- Meet business targets while maintaining regulatory compliance and ethical standards.
Required Skills
- Strong understanding of Equity Markets and Financial Products.
- Knowledge of Derivatives (F&O) and Mutual Funds.
- Wealth Management and Financial Planning expertise.
- Client Acquisition and Relationship Management.
- Sales and Business Development skills.
- Portfolio Management and CRM exposure.
- Excellent communication, presentation, and negotiation skills.
Eligibility
- Graduate in any discipline.
- MBA, PGDM, B.Com, BBA, or Finance-related qualification preferred.
- NISM Certification will be an added advantage.
- Experience in Broking, Wealth Management, Banking, Insurance, or BFSI is preferred.
- Prior experience in Equity Advisory, Investment Sales, or Relationship Management is highly desirable.
What We Offer
- Opportunity to work with a leading financial services organization.
- Exposure to Retail and HNI clients.
- Research-backed advisory support.
- Fast-paced, performance-driven work environment.
- Attractive career growth and learning opportunities.
Career Progression
Relationship Manager / Equity Advisor → Senior Relationship Manager → Branch Manager → Area Manager → Regional Manager → Business Head
Interested candiate can drop their resume with the subject line they are applying on [email protected] with the below details and updated resume
Name:
Current Location :
Prefered Location :
Education:
Current CTC:
Expected CTC:
Notice period:
Contact No :
Pay: ₹400,000.00 - ₹1,000,000.00 per month
Work Location: In person
