14 Job openings found

Client Relationship ManagementBuild and maintain strong relationships with clients, understanding their investment needs,financial goals, and risk tolerance.Act as a primary point of contact for clients, ensuring a high level of customer satisfactionand timely communication.Handle inquiries related to portfolio management, transactions, market trends, and newinvestment opportunities. Sales and Business DevelopmentIdentify and pursue ...

Job Summary:We are seeking an experienced and dynamic Relationship Manager to help us to grow in ourbroking business. The ideal candidate will be responsible for driving business growth, providingstrategic leadership, enhancing client engagement, and ensuring the successful execution ofinvestment strategies and services. This is an exciting opportunity to lead a ...

Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products ...

Key Responsibilities: Develop and maintain relationships with clients to enhance client retention and growth. Acquire new clients through referrals, cold calling and marketing initiatives. Advise clients on investment options such as equities, derivatives, mutual funds, IPOs, margin trade funding and Loan against Shares based on their risk profile. Assist clients ...