Relationship Manager

About the Company

Ashika Group is a dynamic financial services firm committed to providing comprehensive investment solutions to its clients. With a focus on client-centric approaches and innovative strategies, we empower individuals to achieve their financial aspirations through a diverse range of products and services.

Responsibilities

• Acquiring new clients and facilitating the opening of trading and demat accounts.
• Understanding clients' financial goals and recommending suitable investment products such as equities, mutual funds, bonds, IPOs, and portfolio services.
• Assisting clients with trading-related queries and account servicing.
• Monitoring clients' portfolios and suggesting investment opportunities.
• Generating revenue through brokerage, cross-selling financial products, and increasing client engagement.
• Coordinating with research and advisory teams to provide market insights.

Requirements

• We are seeking a Relationship Manager with proven experience in stockbroking sales. The ideal candidate will have a strong understanding of financial products and markets, excellent client relationship management skills, and a track record of achieving sales targets. Experience in the financial services industry is essential for this role.