Relationship Manager

Company Description

Kedia Capital Services Private Limited, established in 2004 by Mr. Vijay Kedia, is a leading stock broking company in India. With over 25 years of experience in Capital Markets, Mr. Kedia has guided the firm to become SEBI Registered Investment Advisor (INA000015525) and the first Unified Licensed Stock Broker in India. Offering a wide range of financial products and services, Kedia Capital provides a user-friendly multi-asset trading platform and advisory-backed mobile application. The company is a member of NSE, BSE, MCX, NCDEX, ICEX, and CDSL.

Role Description

This is a full-time, on-site role of a Relationship Manager located in Delhi, India. The Relationship Manager will be responsible for managing and nurturing client relationships, providing investment advice, and overseeing clients portfolios. Day-to-day tasks include identifying client needs, conducting market research, developing customized investment solutions, and ensuring clients financial goals are met. The Relationship Manager will also collaborate with various departments to optimize service delivery and maintain regulatory compliance.

Qualifications

• Strong communication, interpersonal, and relationship management skills
• Proficiency in financial analysis, market research, and investment advisory
• Experience with portfolio management and financial planning
• Proficient in using trading platforms and financial management software
• Knowledge of regulatory compliance and industry standards
• Ability to work independently and as part of a team
• Bachelors degree in Finance, Economics, Business Administration, or a related field
• Certification in investment advisory or financial planning is a plus