Business Development at Tradejini Financial Services Pvt Ltd
Views:80 Applications:22 Rec. Actions:Recruiter Actions:5
Tradejini Financial Services - Senior Relationship Manager/Relationship Manager (5-20 yrs)
Job Responsibilities:
- Acquire new customers and maintain strong relationships with existing clients through excellent customer service and engagement.
- Monitor and evaluate client positions, portfolio allocations, and ensure compliance with internal and external financial advisory guidelines and risk policies.
- Prepare and deliver various management information reports as needed.
- Ensure disciplined asset allocation and continuously scan the market for emerging trends and business opportunities.
- Collaborate with sales, research, and products teams to drive revenue growth.
Skills:
- Strong networking and communication skills.
- Self-motivation and passion for the financial markets.
- Ability to stay up-to-date with trends in the financial services industry.
Qualifications & Experience :
- MBA with a specialization in finance is preferred.
- Sales experience in the financial services industry is a plus.
- Candidate should bring their own book of clients or be able to acquire new clients.
- Applicants with experience in NBFCs, banks, and wealth management firms are preferred.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
