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Virtual Relationship Manager

Fresher   Ahmedabad   21 Jul, 2025
Apex Services Hiring For One of the leading broking firm
Job LocationAhmedabad
EducationNot Mentioned
SalaryNot Disclosed
IndustryBroking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greetings From APEX SERVICES Department: Digital Business UnitRole: Virtual relationship manager Designation: E1 Assistant ManagerCTC- upto-5 LPA incentive Other benefit NISM 8 / NISM 5A IS MANDATORY
    • Managing of 3000 to 5000 customers per dealer.
    • To achieve healthy revenues without compromising on clients profitability.
    • Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
    • Propose investment options based on customer needs by assessing their risk appetite.
    • Support the client decision making with use of technology enabled tools
    • Develop Knowledge of market news, financial trends and current affairs
    • Analyze customer portfolio & give appropriate advice
    • Responsible to ensure all activities are in adherence as per Compliance & Risk.
    • Assist in increasing depth in existing relationships
    Requirements
    • Should have Excellent communication, writing, typing & presentation skills.
    • Good knowledge of Share market, financial trends, equity derivative, Options trading
    Kindly reply with an updated CV onapex.asmita@gmail.comif you are interested in the mentioned Job Role. you can also call onhidden_mobile.

Keyskills :
client managementdmatcustomer servicevrmstock marketshare marketbrokingsecuritiesrelationship manager

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