Company Description HAWMS EQUITIES Pvt. Ltd. is a SEBI registered portfolio management service company. The company aims to help clients achieve their financial goals through personalized advice, portfolio management, and long-term relationship building, with a commitment to integrity and transparency,
Qualifications
- Strong client relationship management skills, including the ability to build trust, communicate complex financial concepts clearly, and maintain long-term partnerships.
- Solid understanding of investment products, financial markets, and wealth management principles, with the ability to recommend suitable solutions based on client needs.
- Proven sales and business development capabilities, including experience in acquiring recent clients, upselling services, and meeting revenue or portfolio growth targets.
- Excellent organizational and time management skills, with attention to detail in documentation, reporting, and compliance with regulatory requirements.
- Effective interpersonal and presentation skills, with the ability to work collaboratively with cross-functional teams and represent the company professionally.
- Relevant experience in relationship management or client-facing roles in financial services, banking, or investments, preferably at a senior level.
- Comfort working in an on-site setting in Ernakulam and willingness to engage in regular client meetings and field interactions as needed.
- Minimum 3 years of experience in relationship management or client service.
- Strong communication skills in English and Malayalam.
- Excellent interpersonal, problem-solving, and relationship-building skills.
- Proficient in basic office tools (MS Word, Excel).