Nirmal Bang - Senior Relationship Manager

Senior Relationship Manager

Key Responsibilities:

- Manage and grow client portfolios by offering tailored financial solutions.

- Conduct regular client meetings to understand financial goals and provide advisory services.

- Stay updated on market trends, research, and investment opportunities.

- Maintain strong and long-term client relationships through exceptional servicing.

- Ensure achievement of sales and revenue targets in line with business objectives.

- Oversee and manage branch operations, ensuring smooth execution of processes.

- Lead, mentor, and motivate teams to drive performance and achieve goals.

- Collaborate with internal teams to deliver seamless financial solutions.

Required Skills:

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

- Excellent client servicing, relationship-building, and communication skills.

- Strong analytical and market research abilities.

- Proven track record of achieving financial and sales targets.

- Leadership and team management skills.

- High level of integrity, professionalism, and problem-solving ability.

Education & Qualifications:

- Bachelors degree in Finance, Economics, Business, or a related field.

- Professional certifications such as CFA, CFP, or equivalent are preferred.

Experience:

- 5 to 8 years of experience in financial services, wealth management, or broking.

- Demonstrated experience in managing high-value client portfolios.

- Prior experience in leading teams and handling branch operations is preferred