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Relationship Manager - Sales - Investment Product


IBST (P) LTD


Location

Thiruvananthapuram | India


Job description

Position Name : Relationship Manager

Location : Pan India

CTC : 3.5 to 6 LPA

Position overview:

As a Relationship Manager at, you will play a crucial role in building and maintaining strong client relationships. Your responsibilities will include providing personalized investment advice, managing client portfolios, and ensuring overall client satisfaction.

Key Responsibilities:

- Client Relationship Management

- Financial Advisory

- Account Management

- Education and Communication

- Compliance

- Sales and Business Development

- Record Keeping and Reporting

Qualifications:

- Bachelor's degree in finance, business, or a related field.

- Relevant certifications such as NISM Series 8 is required.

- Proven experience in financial services, preferably in a brokerage or investment advisory role.

- Strong understanding of financial markets, investment products, and portfolio management.

- Excellent communication, interpersonal, and negotiation skills.

- Ability to work collaboratively with internal teams and across various departments.

- Detail-oriented with strong analytical and problem-solving skills.

- If you are passionate about finance, possess the required skills, and are eager to take your career to new heights, we encourage you to apply for this exciting opportunity.


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