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Nirmal Bang - Senior Relationship Manager

Nirmal Bang - Senior Relationship Manager

Nirmal Bang securities pvt ltdDelhi, India
21 days ago
Job description

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)

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