Relationship Manager

4 weeks ago

Ottawa, Ontario, Canada Jobopenning Full time

{"h3": "Job Summary
", "p": "At Jobopenning, we are seeking a skilled Relationship Manager to join our team. As a key member of our stock broking house, you will play a crucial role in managing and nurturing client relationships. Your exceptional service skills, combined with your deep understanding of financial markets, will enable you to provide tailored solutions to our clients.
", "ul": [{"li": "Client Relationship Management: Acquire new customers and maintain strong relationships with existing clients, understanding their investment goals and preferences to provide personalized solutions."}, {"li": "Advisory Services: Offer expert guidance on market trends, investment strategies, and financial products to help clients make informed decisions."}, {"li": "Account Management: Oversee client accounts, ensuring accuracy in trading and compliance with regulatory requirements."}, {"li": "Customer Support: Address client inquiries and resolve issues promptly, providing timely updates on market changes and account status."}, {"li": "Performance Monitoring: Track and analyze client portfolios, recommending adjustments as necessary to optimize performance."}, {"li": "Market Research: Stay informed about market developments, economic indicators, and investment opportunities, sharing insights with clients regularly."}, {"li": "Sales Growth: Identify opportunities for upselling and cross-selling financial products and services to enhance client portfolios."}, {"li": "Collaboration: Work closely with internal teams (trading, compliance, research) to ensure a cohesive client experience and effective execution of trades."}], "h3": "Requirements
", "ul": [{"li": "Qualifications: Bachelor\u2019s degree in Finance, Business, Economics, or a related field; relevant certifications (NISM) is a plus."}, {"li": "Experience: 3-5 years of experience in relationship management, sales, or client advisory roles within the financial services or stock broking industry."}, {"li": "Skills: Strong knowledge of financial markets, investment products, and trading processes. Excellent interpersonal and communication skills, with a focus on client engagement. Proficient in CRM software and trading platforms. Analytical mindset with the ability to interpret financial data and trends."}, {"li": "Attributes: Proactive, client-focused, and results-driven. Strong organizational skills with the ability to manage multiple clients and priorities. High ethical standards and commitment to compliance."}], "h3": "Benefits
", "p": "Salary up to 8LPA + Performance based Incentive
"}

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