Senior Relationship Manager
Key Responsibilities :
- Manage and grow client portfolios by offering tailored financial solutions.
- Conduct regular client meetings to understand financial goals and provide advisory services.
- Stay updated on market trends, research, and investment opportunities.
- Maintain strong and long-term client relationships through exceptional servicing.
- Ensure achievement of sales and revenue targets in line with business objectives.
- Oversee and manage branch operations, ensuring smooth execution of processes.
- Lead, mentor, and motivate teams to drive performance and achieve goals.
- Collaborate with internal teams to deliver seamless financial solutions.
Required Skills :
Strong knowledge of stock market operations, equities, derivatives, and other financial products.Excellent client servicing, relationship-building, and communication skills.Strong analytical and market research abilities.Proven track record of achieving financial and sales targets.Leadership and team management skills.High level of integrity, professionalism, and problem-solving ability.Education & Qualifications :
Bachelors degree in Finance, Economics, Business, or a related field.Professional certifications such as CFA, CFP, or equivalent are 5 to 8 years of experience in financial services, wealth management, or broking.Demonstrated experience in managing high-value client portfolios.Prior experience in leading teams and handling branch operations is preferred(ref : iimjobs.com)