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Relationship Manager

Jaipur
Full-Time
Junior: 1 to 3 years
Posted on Aug 04 2023

About the Job

Skills

Customer Relationship Management (CRM)
Lead Generation
Interpersonal Skills
Equity sales
New Business Development
Financial Planning

Company Overview


Hensex Securities Pvt. Ltd. is the fastest growing financial service provider in India. With a focus on innovation and technology, we are dedicated to achieving a leadership position in the industry. Our diverse client base includes retail customers, HNIs, and corporates. Headquartered in Jodhpur, we have a network spread across all major cities in India.


Job Overview


The Relationship Manager will be responsible for maintaining and enhancing the company's relationship with existing clients, as well as actively seeking out and developing new business opportunities. This role is based in Jaipur and is a full-time position. The salary range for this role is competitive and will be based on the candidate's qualifications and experience.The ideal candidate should possess a deep understanding of various financial instruments, investment products, and market trends, enabling them to provide tailored financial solutions to clients.


Qualifications and Skills


  • 1 to 3 years of experience in a similar role
  • Excellent customer relationship management (CRM) skills
  • Proven ability to generate leads and drive business growth
  • Good understanding of business propositions
  • Sales-focused mindset with the ability to identify and pursue prospects


Roles and Responsibilities


  1. Client Relationship Management: Build and maintain strong relationships with existing clients by understanding their financial needs, providing expert advice, and delivering exceptional customer service.
  2. New Business Development: Identify and engage potential clients within the financial securities market to expand the client base and achieve business growth targets.
  3. Financial Planning: Collaborate with clients to assess their financial objectives, risk tolerance, and investment preferences, and develop comprehensive financial plans and investment strategies accordingly.
  4. Investment Planning: Offer expert guidance on a diverse range of financial services, including Equity Broking, Commodity Broking, Mutual funds and Insurance/Corporate FD’s, aligned with clients' risk profiles and objectives.
  5. Portfolio Analysis: Conduct regular portfolio reviews and performance analysis to ensure client investments are on track to meet their financial goals as suggested by client.
  6. Compliance and Risk Management: Ensure adherence to all regulatory guidelines, internal policies, and risk management protocols when providing financial advice and executing transactions.


How to Apply: To apply for the position of Relationship Manager, please submit your updated resume and a cover letter highlighting your relevant experience and achievements at gauri.mathur@Hensex.com

 



About the company

HENSEX Securities Pvt. Ltd, was established in year 2000, is the fastest growing financial service provider of India. With an aim to achieve leadership position we are building an innovative, enterprising and technology driven organization. We have a diversified client base that includes retail customers (including HNI), corporates, etc. We are headquartered in Jodhpur having a network spread ove ...Show More

Industry

Financial Services

Company Size

51-200 Employees

Headquarter

Jodhpur

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