Relationship Manager

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.

• It is a Full Time Sales / Business Development job for candidates with 1 - 3 years of experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 1 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹35000 per month + Incentives that depends on your interview. It's a Full Time job in Noida.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., UTL IT SOLUTION.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 1 Relationship Manager at UTL IT SOLUTION
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 09:00 AM - 06:00 PM timing.