Nirmal Bang - Relationship Manager

Relationship Manager

Key Responsibilities:

• Build and manage strong, long-term relationships with clients.
• Provide financial advice and recommend appropriate investment products.
• Conduct client meetings to understand financial goals and requirements.
• Stay updated on stock market trends, equities, derivatives, and related products.
• Drive sales and revenue targets through proactive client engagement.
• Support branch operations and contribute to smooth day-to-day processes.
• Collaborate with internal teams to deliver seamless customer experiences.

Required Skills:

• Strong knowledge of stock market operations, equities, and financial products.
• Excellent communication, interpersonal, and client servicing skills.
• Sales-oriented mindset with proven negotiation abilities.
• Analytical and problem-solving skills with a customer-first approach.
• Ability to work independently as well as part of a team.

Education & Qualifications:

• Bachelors and Master's degree in Finance, Economics, Business, or a related field.
• Professional certifications (e.g., NISM, CFA, CFP) will be an added advantage.

Experience:

• 2 to 5 years of experience in broking, financial services, or wealth management.
• Demonstrated ability in client servicing and achieving sales targets.
• Prior exposure to managing client portfolios is preferred