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Merits Capital - Senior Relationship Manager

Merits Capital - Senior Relationship Manager

Merits Capital Market ServicesDelhi, India
10 days ago
Job description

Position : Senior Relationship Manager Stock Market & Derivatives

Location : Moti Nagar, Delhi

Employment Type : Full-time

Experience Required : 5+ Years (Minimum 5 years in capital markets preferred)

About the Role

We are seeking a seasoned Senior Relationship Manager with strong expertise in the stock market and derivatives segment. The ideal candidate will confidently manage client portfolios, offer market-based investment advice, and drive relationship-based growth.

This role is pivotal in managing a portfolio of clients, providing customized investment solutions, promoting equity and derivative products, and delivering high-value insights to help clients maximize returns. You will engage closely with HNI and institutional clients, understand their financial goals, and offer strategic investment guidance.

Key Responsibilities

  • Manage a portfolio of clients and build long-term relationships based on trust and performance.
  • Provide tailored investment advice on equities, futures, options, and other capital market products.
  • Understand client needs, financial goals, and risk appetite to recommend suitable trading and investment strategies.
  • Proactively promote equity and derivative products to maximize client engagement.
  • Stay updated on market movements, industry trends, and regulatory changes.
  • Deliver regular market insights, reports, and actionable recommendations to clients.
  • Meet revenue targets and contribute to the firms business growth.
  • Ensure high levels of client satisfaction through timely, transparent communication and effective problem resolution.

Candidate Requirements

  • Minimum 5 years of experience in capital markets, specifically in equities, futures, and options.
  • Proven experience managing HNI or institutional clients.
  • Strong understanding of market dynamics, trading strategies, and risk management.
  • Excellent communication, advisory, and relationship management skills.
  • Relevant financial certifications such as NISM will be an added advantage.
  • Results-oriented, self-motivated, and able to work in a fast-paced environment.

    • (ref : iimjobs.com)

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