Relationship Managers and Team leader

Description

We are seeking an experienced Relationship Manager (RM) and Team Leader (TL) in stock broking to join our team. The ideal candidate will have 4-10 years of experience in the financial services industry, specifically in managing client relationships and leading teams to achieve business objectives.

Responsibilities

• Lead and manage a team of advisory and dealing professionals.
• Build a strong team through referrals and internal hiring, fostering a culture of collaboration

and high performance.

• Execute trades on behalf of clients, aligning with their investment strategies and
• preferences.
• Provide expert advisory services, emphasizing Assets Under Management (AUM) product

penetration to enhance client portfolios.

• Actively promote and cross-sell third-party investment products, including Insurance, Mutual
• Funds (MF), PMS, SIP, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, and Investment

Advisory Services (IAP).

• Acquire new clients while maintaining and strengthening relationships with existing clients.
• Conduct client meetings to review portfolio performance, provide investment
• recommendations, and ensure continuous engagement.
• Experience and exposure in Mutual Fund sales and Handling PCG ( private client group ) sales.

Skills and Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.

• Experience: 8-9 years of overall experience, with at least 3 years in a team leadership role.

• Minimum 6 months of equity dealing experience with an Indian broking firm.

• Hands-on experience in broking with a strong understanding of financial products and

market trends.

• Proven track record in managing High Net Worth Individuals (HNI) and Ultra High Net Worth

Individuals (UHNI) clients.

• Certification: NISM Series VIII certification is mandatory.

Education
MBBS, Bachelor of Architecture (B.Arch), Bachelor Of Computer Application (B.C.A), Bachelor of Music Education (B.M.E.), Bachelor of Applied Science (BAS), Bachelor of Science (B.Sc), Bachelor in General Studies (BGS), Bachelor Of Technology (B.Tech/B.E), Bachelor of Business Administration (B.B.A), Bachelor of Music, Bachelor of Dental Surgery (B.D.S), Bachelor of Commerce (B.Com), Bachelor Of Pharmacy (B.Pharm), Bachelor of Arts (B.A), Bachelor of Health Science, Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA/ALB), Bachelor of Education (B.Ed), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Social Work (B.S.W), Bachelor of Interdisciplinary Studies
Skills Required
Market Research, Equity Dealing, Hni Client Handling, Portfolio Management, Technical Analysis, investment strategies, Client Relationship, Financial Modeling, Trade Execution, Stock Broking