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Redrock Capital Advisors jobs - Relationship Executive

Relationship Executive

Redrock Capital Advisors
location
Delhi
experience Fresher
salary 15,000 - 30,000 Per Month
qualification
MBA/PGDM
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Posted: 2 Years ago
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Applications:
Openings: 1

Job Description

Job Description: Relationship Executive (Female Candidates Preferred)

We are currently seeking a Relationship Executive to join our team. This role requires excellent communication skills, strong interpersonal skills, and a passion for building and maintaining client relationships. Female candidates are preferred for this position.

Responsibilities:

  • Build and nurture strong relationships with existing clients, serving as their primary point of contact for all investment-related inquiries and requests.
  • Proactively identify opportunities to expand the client base by generating leads and referrals.
  • Conduct thorough financial needs assessments to understand clients' investment goals, risk tolerance, and time horizons.
  • Provide personalized investment advice and recommend suitable financial products and services based on clients' needs and objectives.
  • Execute investment transactions, ensuring accuracy and compliance with regulatory guidelines and internal policies.
  • Monitor clients' investment portfolios and provide regular performance updates and reviews.
  • Stay updated on market trends, economic developments, and financial products to effectively educate and inform clients.
  • Collaborate with the research and analysis team to provide insights and recommendations on investment opportunities.
  • Liaise with internal departments, such as operations and compliance, to ensure smooth and efficient service delivery.
  • Maintain accurate client records and documentation, adhering to data privacy and confidentiality standards.
  • Attend meetings, conferences, and industry events to enhance industry knowledge and network with potential clients.

    • Requirements:

  • Bachelor's degree in finance, economics, business administration, or a related field.
  • Proven experience in a client-facing role, preferably in the financial services industry.
  • Excellent verbal and written communication skills, with the ability to effectively explain complex financial concepts.
  • Strong interpersonal skills and the ability to build rapport and trust with clients.
  • Knowledge of investment products, financial markets, and industry regulations.
  • Proficiency in using financial software and tools for portfolio management and analysis.
  • Detail-oriented with excellent organizational and time management skills.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • High ethical standards and a commitment to maintaining client confidentiality.
  • Valid industry certifications (such as NISM) would be an advantage.


    • Note: Redrock Capital Advisors Pvt Ltd is an equal opportunity employer. We encourage applications from candidates of all genders. The preference for female candidates is based on the company's diversity and inclusion initiatives and the desire to create a balanced workforce.

    Job Particulars

    Role 
    Education MBA/PGDM
    Who can apply Freshers
    Hiring Process Face to Face Interview, Telephonic Interview
    Employment Type Full Time
    Job Id 1038939
    Job Category Others
    Locality Address Jasola
    State Delhi
    Country India

    About Company

    Redrock Capital Advisors Pvt Ltd is a leading financial advisory firm, specializing in investment management and wealth management services. 
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