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Relationship Executive Jobs Opening in Redrock Capital Advisors at Jasola, Delhi

Relationship Executive

Redrock Capital Advisors
experience-icon 0 Years
salary-icon 15000 - 30000 Monthly
qualification-icon MBA/PGDM
location-icon Delhi
Expired
Posted: 30 May 23
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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.


    More information about this Relationship Executive Job

    Please go through the below FAQs to get all answers related to the given Relationship Executive job

    1. What are the job requirements to apply for this Relationship Executive job position?
      • Ans: A candidate must have a minimum of fresher as an Relationship Executive

    2. What is the qualification for this job?
      • Ans: The candidate can be a Graduate from any of the following: MBA/PGDM

    3. What are the salary requirements for this job?
      • Ans: The salary range is between 15000 and 30000 Monthly. The Salary will depend on the interview. This Relationship Executive is a Full Time in Delhi.

    4. What is the hiring Process of this job?
      • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

    5. This Relationship Executive is a work from home job?
      • Ans: No ,its not a Work from Home Job.

    6. How many job vacancies are opening for the Relationship Executive position?
      • Ans: There are immediate 1 job openings for Relationship Executive in our Organisation.

    Job Particulars

    Role sales marketing executive
    Education MBA/PGDM
    Who can apply Freshers
    Hiring Process Face to Face Interview, Telephonic Interview
    Employment TypeFull Time
    Job Id1793690
    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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