We are looking for a highly motivated and experienced Jr. Relationship Manager to join our team in the investments sector. The ideal candidate will have 2-5 years of experience in relationship management, preferably within the financial services industry.

Roles and Responsibility

- Develop and maintain strong relationships with clients to understand their investment goals and objectives.

- Provide expert advice on investment strategies and products to help clients achieve their financial targets.

- Conduct thorough analysis of client portfolios to identify areas for improvement and provide tailored solutions.

- Collaborate with internal teams to ensure seamless execution of trades and transactions.

- Stay up-to-date with market trends and regulatory changes to provide informed guidance to clients.

- Identify new business opportunities and grow existing relationships through effective sales and marketing efforts.

Job Requirements





- Strong understanding of financial markets, instruments, and regulations.

- Excellent communication, interpersonal, and problem-solving skills.

- Ability to work in a fast-paced environment and meet deadlines.

- Proficiency in Microsoft Office and other software applications.

- Robust analytical and decision-making skills with attention to detail.

- Experience working with high net worth individuals or institutional clients is an advantage.

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📌 Jr . Relationship Manager - Investments (Mumbai)
🏢 First Global Securities
📍 Mumbai