Relationship Manager

Updated: March 13, 2024 09:13 PM GMT

Wealthcrop Securities Private Limited

South Dumdum, West Bengal

Company Description

Welcome to Wealthcrop Securities Private Limited, an ISO 9001:2015 certified organization registered with BSE and NSE, and a Business Partner of Kotak Securities. We provide advanced advisory on equity, derivatives, mutual funds, bonds etc.

Role Description

This is a full-time hybrid role for a Relationship Manager. The Relationship Manager will be responsible for managing client relationships, implementing strategies for client acquisition and retention, and driving revenue growth.

Qualifications
• Strong communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Knowledge of financial markets, products, and services
• Demonstrated ability in sales and marketing
• Understanding of financial planning and investment strategies
• Experience in the financial services industry
• Bachelor's or Master's degree in Finance, Business Administration, Economics or related field
• Professional certifications such as NISM V-A, or CFP... More Detail