Relationship Manager - NRI Equities

About the job:

Job Role:

Client Relationship Management:

- Build and maintain strong, long-lasting client relationships by understanding their financial goals, risk tolerance, and investment preferences.

- Provide personalized investment advice and solutions to clients, ensuring that their financial objectives are met.

Product Knowledge:

- Stay updated on the latest developments in financial markets, including equities, mutual funds, PMS, AIF, and insurance products.

- Conduct thorough research and due diligence on financial products to provide informed recommendations to clients.

Sales and Business Development:

- Actively engage in prospecting and lead generation to expand the client base.

- Develop and execute sales strategies to meet or exceed sales targets.

- Prepare and deliver persuasive sales presentations to potential clients.

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

- Strong knowledge of direct equities, mutual funds, PMS, AIF, and insurance products.

- Relevant industry certifications (e.g. , CFA, CFP) will be an advantage.

- Excellent communication and interpersonal skills.