Sales Relationship Manager

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Position Overview:

As a Relationship Manager in a share broking firm, you will be responsible for building and maintaining strong relationships with clients, understanding their investment goals and preferences, and providing personalized investment advice and recommendations. You will serve as the primary point of contact for clients, helping them navigate the complexities of the financial markets and achieve their financial objectives.

Key Responsibilities:

Client Relationship Management.

Investment Advisory.

New Client Acquisition.

Market Research and Analysis.

Compliance and Risk Management.

Qualifications and Skills:

Bachelor's degree in finance, business administration, economics, or a related field. Advanced degree (e.g., MBA) preferred.

Proven 2+ years of experience in relationship management or client advisory roles in the financial services industry, preferably in share broking or investment. advisory.

Strong interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues.

Sound understanding of financial markets, investment products, and regulatory requirements.

Analytical mindset with the ability to assess clients" financial needs and recommend suitable investment strategies.
 Proficiency in using CRM software, MS Office Suite, and other sales and client management tools,