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Client Acquisition and Retention:
Develop and maintain relationships with high-net-worth individuals (HNWIs) and corporate clients.
- Acquire new clients for stock broking services by identifying prospects, understanding their investment goals, and offering suitable solutions.
Engage with existing clients to enhance the value of the relationship and increase business share.
Investment Advisory:
Understand clients financial goals, risk appetite, and investment horizon.
- Provide tailored advice on stocks, mutual funds, ETFs, bonds, and other financial instruments.
- Suggest trading strategies based on market trends and economic conditions.
Ensure clients' portfolios are aligned with their investment goals and risk profile.
Market Insights & Trading Execution:
Keep clients informed about market developments, stock performance, and relevant news.
- Assist clients in executing trades (buy/sell) across various stock exchanges.
Help clients understand various investment opportunities (e.g., IPOs, stock options, futures).
Relationship Management:
Build and nurture long-term relationships with clients, ensuring high satisfaction and loyalty.
- Provide excellent customer service, addressing client queries, concerns, and complaints promptly.
Regularly meet clients to discuss portfolio performance, market conditions, and new product offerings.
Risk Management and Compliance:
Ensure that all client transactions are executed in compliance with SEBI (Securities and Exchange Board of India) regulations, as well as internal compliance and risk policies.
- Advise clients on risk management strategies to mitigate exposure in volatile market conditions.
Relationship Manager/Sr. Relationship Manager - New Delhi - Phillipcapital
Description
The Relationship Manager (RM) in Stock Broking is responsible for acquisition and managing a portfolio of clients, guiding them through the stock trading process, and ensuring high levels of satisfaction while generating revenue for the brokerage firm.
Key Responsibilities
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Relationship Manager
Only for registered members Delhi
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Relationship Manager
Only for registered members Delhi, Delhi
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Relationship Manager
Only for registered members Delhi, Faridabad, NCR, Noida
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Relationship Manager
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Relationship Manager
Only for registered members New Delhi, Delhi
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Relationship Manager
Only for registered members New Delhi
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Relationship Manager
Only for registered members New Delhi, Delhi
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Relationship Manager
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Relationship Manager
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Relationship Manager
Bajaj Capital Ltd- Delhi
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Relationship Manager
Only for registered members Delhi, India
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Relationship Manager
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Relationship Manager-
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Relationship Manager
Only for registered members Delhi, Mumbai, NCR
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Relationship Manager
Full time confidential- Delhi
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Relationship Manager
Only for registered members New Delhi
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Relationship Manager
Only for registered members Delhi, NCR, New Delhi
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Relationship Manager
Only for registered members Delhi
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Relationship Manager
Only for registered members Delhi
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Relationship Manager
Full time confidential- Delhi
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Relationship Manager
Only for registered members New Delhi, Delhi, India
