Dealing And Relationship Manager

Anand Rathi Share and Stock Brokers Ltd., part of the Anand Rathi group, is a leading full-service investment bank established in 1994. Known for its exceptional wealth management and financial services, the company has a wide presence across 350 locations in India and international operations in Dubai, Hong Kong, and New York. Anand Rathi employs over 4,000 professionals dedicated to providing expert research, advisory services, and innovative digital investment platforms across diverse asset classes. With over 6.5 lakh registered customers and 95+ branches in 57 cities, the company remains committed to offering top-notch investment solutions and personalized client experiences.

The Dealing and Relationship Manager will work full-time at our Nagpur location. The role involves managing client portfolios, providing personalized financial advisory services, executing trades, and ensuring compliance with all regulatory frameworks. The candidate will be responsible for maintaining strong client relationships, understanding customer financial goals, and offering tailored solutions. Additionally, they will work closely with the research and trading teams to stay updated on market trends, ensuring swift and accurate execution of investment strategies. Regular interaction with clients through calls and meetings to provide market updates and recommend investment opportunities is also key to this role.

• Proficiency in financial advisory, trading, investment strategies, and portfolio management.
• Excellent relationship management and client service skills to foster strong client engagement.
• Strong understanding of market trends, financial instruments, and regulatory requirements.
• Effective communication, negotiation, and problem-solving skills to assist clients in achieving their investment objectives.
• Familiarity with digital trading platforms and high-tech investment tools.
• Ability to work in a fast-paced environment, multitask, and make critical decisions under pressure.
• Relevant certifications such as NISM or equivalent are preferred.
• Bachelor's degree in Finance, Business Administration, or related field.