Job Title: Relationship Manager

Location: Delhi

Position Type: Full-Time

Job Summary:

The Relationship Manager will play a key role in managing
and nurturing client relationships within our stock broking house. This
position is responsible for providing exceptional service to clients, advising
them on investment opportunities, and ensuring a seamless trading experience.
The ideal candidate will possess a deep understanding of financial markets,
strong interpersonal skills, and a commitment to client success.

Key Responsibilities:
- Client
Relationship Management: Acquisition of New customers and maintain
solid relationships with clients, understanding their investment goals
and preferences to provide tailored solutions.
- Advisory
Services: Offer expert guidance on market trends, investment
strategies, and financial products to help clients make informed
decisions.
- Account
Management: Oversee client accounts, ensuring accuracy in trading and
compliance with regulatory requirements.
- Customer
Support: Address client inquiries and resolve issues promptly,




providing timely updates on market changes and account status.
- Performance
Monitoring: Track and analyse client portfolios, recommending
adjustments as necessary to optimize performance.
- Market
Research: Stay informed about market developments, economic
indicators, and investment opportunities, sharing insights with clients
regularly.
- Sales
Growth: Identify opportunities for upselling and cross-selling
financial products and services to enhance client portfolios.
- Collaboration: Work closely with internal teams (trading, compliance, research) to ensure
a cohesive client experience and effective execution of trades.

Requirements
Qualifications:
- Education: Bachelor’s degree in Finance, Business, Economics, or a related field;
relevant certifications (NISM) is a plus.
- Experience: 3-5 years of experience in relationship management, sales, or client
advisory roles within the financial services or stoc

📌 Relationship Manager (Delhi)
🏢 Jobopenning
📍 Delhi