Nirmal Bang - Senior Relationship Manager

Senior Relationship Manager

Key Responsibilities:

• Manage and grow client portfolios by offering tailored financial solutions.
• Conduct regular client meetings to understand financial goals and provide advisory services.
• Stay updated on market trends, research, and investment opportunities.
• Maintain strong and long-term client relationships through exceptional servicing.
• Ensure achievement of sales and revenue targets in line with business objectives.
• Oversee and manage branch operations, ensuring smooth execution of processes.
• Lead, mentor, and motivate teams to drive performance and achieve goals.
• Collaborate with internal teams to deliver seamless financial solutions.

Required Skills:

• Strong knowledge of stock market operations, equities, derivatives, and other financial products.
• Excellent client servicing, relationship-building, and communication skills.
• Strong analytical and market research abilities.
• Proven track record of achieving financial and sales targets.
• Leadership and team management skills.
• High level of integrity, professionalism, and problem-solving ability.

Education & Qualifications:

• Bachelors degree in Finance, Economics, Business, or a related field.
• Professional certifications such as CFA, CFP, or equivalent are preferred.

Experience:

• 5 to 8 years of experience in financial services, wealth management, or broking.
• Demonstrated experience in managing high-value client portfolios.
• Prior experience in leading teams and handling branch operations is preferred