Nirmal Bang - Relationship Manager

Relationship Manager

Key Responsibilities:

- Build and manage strong, long-term relationships with clients.

- Provide financial advice and recommend appropriate investment products.

- Conduct client meetings to understand financial goals and requirements.

- Stay updated on stock market trends, equities, derivatives, and related products.

- Drive sales and revenue targets through proactive client engagement.

- Support branch operations and contribute to smooth day-to-day processes.

- Collaborate with internal teams to deliver seamless customer experiences.

Required Skills:

- Strong knowledge of stock market operations, equities, and financial products.

- Excellent communication, interpersonal, and client servicing skills.

- Sales-oriented mindset with proven negotiation abilities.

- Analytical and problem-solving skills with a customer-first approach.

- Ability to work independently as well as part of a team.

Education & Qualifications:

- Bachelors and Master's degree in Finance, Economics, Business, or a related field.

- Professional certifications (e.g., NISM, CFA, CFP) will be an added advantage.

Experience:

- 2 to 5 years of experience in broking, financial services, or wealth management.

- Demonstrated ability in client servicing and achieving sales targets.

- Prior exposure to managing client portfolios is preferred