Relationship Manager

Hensex Securities Pvt Ltd.

as a relationship manager for hensex securities, you will be responsible for building and maintaining strong relationship with clients. 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.

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.

requirements:

1. bachelor's degree in finance, economics, business administration, or a related field

2. proven experience as a relationship manager, financial advisor, or similar role in the financial services industry

• Experience

  1 - 5 Years

• No. of Openings

  4

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Male

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office