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Relationship Manager - Broking
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Relationship Manager - Broking
About the Job
Skills
Company Overview
JK Securities Private Limited has a track record of about two decades in service to investors. With membership in BSE, NSE, MCX, NCDEX, NSE F&O, and NSE Currency Derivatives, the company also acts as a Depository Participant of NDSL. Active in e-Insurance, TIN/TAN Services, Mutual Fund and IPO distribution, JK Securities is based in Ahmedabad and operates within the Financial Services industry.
Job Overview
We are seeking a dedicated Relationship Manager for our broking services at JK Securities Private Limited. This is a full-time position located in Surat, ideal for a junior-level candidate with 1 to 3 years of work experience. The role demands proficiency in financial markets and investment products, coupled with strong sales skills.
Qualifications and Skills
- Financial Markets Knowledge (Mandatory skill)
- Investment Products Understanding (Mandatory skill)
- Sales Skills (Mandatory skill)
- Client Relationship Management skills to effectively nurture and maintain investor relations.
- Risk Management skills for identifying and mitigating potential financial risks.
- Excellent Communication Skills to articulate financial concepts clearly to clients.
- Negotiation Skills to facilitate financial transactions and agreements beneficial to clients.
- Analytical Skills for interpreting market trends and advising clients accordingly.
Roles and Responsibilities
- Manage and enhance relationships with a portfolio of existing clients to foster long-term engagements.
- Understand clients' financial goals and offer suitable investment advice and products.
- Keep abreast of market trends, financial news, and updates to guide clients effectively.
- Execute trades on behalf of clients while ensuring compliance with legal and regulatory requirements.
- Conduct regular reviews and assessments of clients' investment portfolios to ensure alignment with their objectives.
- Provide knowledgeable investment advice and financial planning resources to clients.
- Identify new business opportunities and contribute to the growth of the client base.
- Prepare and present periodic reports on client portfolios and performance metrics.
About the company
Industry
Financial Services
Company Size
51-200 Employees
Headquarter
Ahmedabad
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