Company Description
Jainam Broking Limited is a comprehensive financial services provider, offering a wide range of solutions to meet diverse client needs. From equity and commodity trading to research, analysis, and wealth management advisory, Jainam excels in delivering tailored financial services. The company also specializes in E-broking and E-KYC, ensuring seamless customer experiences. Additionally, Jainam provides customized financial solutions for non-resident Indians, solidifying its reputation as a reliable financial partner.
Role Description
This is a full-time, on-site role in Durgapur for a Relationship Manager. The Relationship Manager will be responsible for building strong, lasting relationships with clients, assisting them with their investment and trading needs, and providing personalized financial advice. Daily tasks include client onboarding, conducting financial assessments, managing client portfolios, and offering guidance on various financial products and services. The role involves ongoing communication with clients to ensure their financial goals are met, while fostering trust and client retention.
Qualifications
- Strong knowledge of financial products such as equity trading, commodity trading, and wealth management.
- Excellent interpersonal and communication skills to build and maintain client relationships.
- Proficiency in E-broking platforms and E-KYC processes.
- Analytical skills for conducting financial research and assessments, along with strategic thinking capabilities.
- Ability to work independently and manage client portfolios effectively.
- Experience or educational background in finance, economics, or a related field; certifications in financial management or investment advisory are a plus.
- Proven track record in relationship management and delivering client-focused solutions.
