रिलेशनशिप मैनेजर

Job Summary:

As a Relationship Manager in the stock market/investment services, you will be responsible for managing a portfolio of high-net-worth clients, offering them personalized investment solutions, and maintaining long-term relationships. You will assist clients in making informed investment decisions, provide market updates, and ensure they receive exceptional service tailored to their investment goals.

Key Responsibilities:

1. Client Relationship Management:

   • Develop and maintain strong relationships with individual investors, traders, and institutional clients.

   • Act as the primary point of contact for clients, addressing queries and concerns regarding their investments.

   • Conduct regular follow-up with clients to ensure satisfaction and proactively resolve any issues or concerns.

2. Investment Advisory & Market Insights:

   • Provide personalized investment advice, including stock market, equity, mutual funds, and other investment products based on client needs and risk tolerance.

   • Stay updated on market trends, economic developments, and stock market movements to guide clients effectively.

   • Assist clients in constructing and managing their investment portfolios, ensuring optimal returns while managing risk.

3. Sales & Business Development:

   • Promote and sell the firm’s investment products, including equity trading, stock broking services, and other market-related services.

   • Identify new business opportunities through networking, referrals, and market research to acquire new clients.

   • Cross-sell and upsell additional services and investment products based on client profiles.

4. Customer Retention and Portfolio Management:

   • Monitor client portfolios and provide regular performance updates, advising clients on portfolio adjustments as needed.

   • Implement strategies for client retention, ensuring high levels of customer satisfaction.

   • Ensure clients are aware of the risks associated with stock market investments and educate them about market conditions.

5. Compliance & Risk Management:

   • Ensure compliance with regulatory standards and company policies related to investment advisory services and stock market trading.

   • Provide clients with clear and transparent information on potential risks associated with their investment choices.

6. Reporting & Documentation:

   • Maintain accurate records of client interactions, trades, portfolio performance, and other important information.

   • Prepare periodic reports for senior management, highlighting performance, sales metrics, and client activity.

Requirements:

• Education: Bachelor’s degree in Finance, Economics, Business, or related fields. Additional certifications in investment or stock market management (e.g., CFA, CFP, NISM) would be an advantage.

• Experience:

  • 3+ years of experience in financial services, stock market trading, or wealth management.

  • Previous experience in a client-facing role is preferred.

  • Proven track record of sales and relationship management.

• Skills:

  • Strong understanding of stock markets, trading platforms, and investment products.

  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

  • Ability to analyze and interpret financial data and market trends.

  • Sales-oriented with a strong client-focused approach.

  • Knowledge of regulatory frameworks and compliance requirements in the financial sector.

• Other:

  • Self-motivated, proactive, and target-driven.

  • Ability to work in a fast-paced and dynamic environment.

  • High level of integrity and professionalism.

Benefits:

• Competitive salary and performance-based incentives.

• Health insurance, retirement benefits, and other perks.

• Opportunities for career advancement and professional development.

• इस फुल टाइम सेल्स / बिज़नेस डेवलपमेंट Job में 1 - 3 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।

इस रिलेशनशिप मैनेजर Job के बारे में अधिक जानकारी

1. इस रिलेशनशिप मैनेजर Job के लिए आवेदन करने के लिए पात्रता मानदंड क्या है?
   Ans: उम्मीदवार ग्रेजुएट होना चाहिए और उसके पास 1 - 3 वर्षो का अनुभव होना चाहिए।
2. मैं इस Job की रोल के लिए कितने वेतन की उम्मीद कर सकता हूं?
   Ans: आप ₹20000 - ₹35000 प्रति महीने + इन्सेन्टिव के वेतन की उम्मीद कर सकते हैं जो आपके इंटरव्यू पर निर्भर करता है। यह नोएडा में एक फुल टाइम Job है।
3. इस रिलेशनशिप मैनेजर Job के लिए कितने कार्य दिवस हैं?
   Ans: इस रिलेशनशिप मैनेजर Job के लिए कार्य दिवस 6 दिन का होगा।
4. क्या इस रिलेशनशिप मैनेजर Job के लिए आवेदन करते समय या इस Job को ज्वाइन करने के बाद कोई शुल्क भी लागू होता है?
   Ans: नहीं, इस रिलेशनशिप मैनेजर Job के लिए आवेदन करते समय या इस Job को ज्वाइन करने के बाद कोई भी शुल्क नहीं लगता है !
5. क्या यह रिलेशनशिप मैनेजर Job घर से किया जा सकता है?
   Ans: नहीं, यह Job घर से ऑनलाइन नहीं किया जा सकता है।
6. इस रिलेशनशिप मैनेजर Job के लिए कितनी रिक्तियां हैं?
   Ans: UTL IT SOLUTION में तत्काल रिलेशनशिप मैनेजर के लिए 1 रिक्तियां हैं!
7. इस रिलेशनशिप मैनेजर Job के लिए कौन आवेदन कर सकता है?
   Ans: पुरुष और महिला दोनों उम्मीदवार इस सेल्स / बिज़नेस डेवलपमेंट Job के लिए आवेदन कर सकते हैं।
8. इस रिलेशनशिप मैनेजर Job के लिए टाइमिंग क्या है?
   Ans: इस रिलेशनशिप मैनेजर Job में टाइमिंग 09:00 AM - 06:00 PM है।