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Job Description

Roles & Responsibilities:
Client Acquisition and Retention:
  • Actively prospect and acquire new clients through various channels such as referrals, networking events, and cold calling.
  • Build and maintain strong relationships with existing clients to maximize revenue potential and client satisfaction.
  • Provide personalized service to clients, addressing their investment needs and ensuring their financial goals are met.
Revenue Generation:
  • Develop and implement strategies to increase trading volume and commission revenue from existing clients.
Client Servicing and Support:
  • Serve as the primary point of contact for client inquiries, concerns, and requests.
  • Resolve client issues promptly and effectively, demonstrating a proactive approach to problem-solving.
  • Educate clients on market trends, investment opportunities, and financial news to help them make informed decisions.
Market Knowledge and Research:
  • Stay updated on market trends, economic developments, and regulatory changes affecting the financial industry.
  • Interpret financial data and provide actionable recommendations to clients based on their risk tolerance and investment objectives.

Key skill Required

  • Computer Skills
  • Communication
  • Finance
  • Sales

Designation

  • Relationship Manager