12 Nov
|
Religare Broking
|
Bengaluru
12 Nov
Religare Broking
Bengaluru
Company Description Religare Broking Limited (RBL), a wholly owned subsidiary of Religare Enterprises Limited (REL), is one of India’s leading full-service broking houses. With a nationwide presence across more than 400 cities and a large, diverse customer base, the company focuses on making capital markets accessible and building long-term client relationships. Religare Broking simplifies the complexity of financial markets, offering effortless investing experiences for both first-time investors and experienced traders. Backed by solid research, a wide range of products and services, and advanced technology platforms, RBL delivers personalized, customer-centric solutions. Candidates can learn more
about the company
, its registrations, and regulatory information through its official website and published disclosures. Role Description This is a full-time, on-site Sr Relationship Manager role based in Bengaluru. The Sr Relationship Manager will manage and grow a portfolio of clients, serving as a primary point of contact for their investment and trading needs. Responsibilities include understanding client financial goals, recommending suitable products and services, and ensuring timely execution of transactions across equity, derivatives, mutual funds, and other investment offerings. The role involves regular client meetings and calls, onboarding new clients, resolving queries, and providing updates on market trends and research insights.
The Sr Relationship Manager will also collaborate with internal teams to deliver seamless service, drive revenue growth, ensure compliance with regulatory guidelines, and maintain high standards of client satisfaction and retention. Qualifications
• Solid relationship management and client servicing skills, with the ability to build trust, understand client needs, and maintain long-term partnerships.
• Solid knowledge of financial markets, broking products, and investment instruments, including equities, derivatives, mutual funds, and related offerings.
• Proficiency in sales, cross-selling, and business development within financial services, with a proven ability to meet targets while maintaining ethical practices.
• Effective communication and interpersonal skills, including clear verbal and written communication and confident presentation abilities.
• Comfort with technology platforms and trading systems, including the use of CRM tools, online trading applications, and basic data analysis.
• Good analytical and problem-solving capabilities to interpret market information, address client concerns, and provide suitable recommendations.
• Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; professional certifications in securities markets or financial planning are an advantage.
• Relevant experience in broking, wealth management, or financial advisory, preferably in a client-facing or relationship management capacity.
📌 Sr relationship manager (Bengaluru)
🏢 Religare Broking
📍 Bengaluru