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Relationship Manager

1.00 to 5.00 Years   Delhi   02 Dec, 2024
NexGen Business Solutions
Job LocationDelhi
EducationNot Mentioned
SalaryRs 3.5 - 6 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    A Broking Industry Job Description typically outlines the roles and responsibilities for positions such as Broker, Sales Trader, Investment Advisor, or Client Relationship Manager within financial services and broking firms. Below is a generic job description template for a Broker in the broking industry:Key Responsibilities:
    • Client Engagement & Relationship Management:
      • Build and maintain relationships with individual and institutional clients.
      • Understand clients investment objectives and risk profiles.
      • Provide clients with market information, research, and insights on securities, commodities, or other financial products.
      • Communicate with clients on a regular basis, updating them on market trends, portfolio performance, and new investment opportunities.
    • Trade Execution:
      • Execute buy and sell orders for clients across various asset classes, including stocks, bonds, commodities, and derivatives.
      • Ensure the accuracy and timeliness of trade executions and maintain compliance with all regulatory requirements.
      • Provide clients with trade confirmations and statements of executed transactions.
    • Market Analysis & Research:
      • Stay updated on market trends, economic news, and relevant financial information that may affect clients investments.
      • Conduct research and analysis on potential investment opportunities.
      • Advise clients on portfolio adjustments or asset allocation based on changing market conditions.
    • Compliance & Risk Management:
      • Ensure all trading activities adhere to the regulatory standards and internal compliance protocols.
      • Be aware of the risks involved in trading and provide clients with appropriate risk disclosures.
      • Monitor the risk profiles of client portfolios and suggest necessary adjustments.
    • Sales & Business Development:
      • Promote the firms trading services and financial products to prospective clients.
      • Meet sales targets by acquiring new clients and retaining existing clients.
      • Actively engage in networking and marketing activities to expand the firms client base.
    Qualifications:
    • Education:
      • Bachelors degree in Finance, Economics, Business, or a related field (preferred).
      • Professional certifications such as CFA, Series 7, or relevant broking industry certifications (preferred).
    • Experience:
      • Minimum of 2-3 years of experience in a broking or trading role, with a proven track record of successful client management and trade execution.
      • Strong understanding of financial markets, investment products, and trading platforms.
    • Skills:
      • Excellent communication and interpersonal skills.
      • Strong analytical skills and the ability to interpret market data.
      • Detail-oriented with the ability to work under pressure and meet deadlines.
      • Proficient in trading platforms, MS Office Suite, and financial analysis tools.
    HR-Taranhidden_mobile

Keyskills :
mutual fundssalesstock marketstock broking

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