Relationship Manager - NRI Equities Job in Acme Services Private Limited

Relationship Manager Nri Equities

Dubai, United Arab Emirates

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Job Description

Job Role:

1. Client Relationship Management: Build and maintain strong, long-lasting client relationships by understanding their financial goals, risk tolerance, and investment preferences. Provide personalized investment advice and solutions to clients, ensuring that their financial objectives are met.

2. Product Knowledge: Stay updated on the latest developments in financial markets, including equities, mutual funds, PMS, AIF, and insurance products. Conduct thorough research and due diligence on financial products to provide informed recommendations to clients.

3. Sales and Business Development: Actively engage in prospecting and lead generation to expand the client base. Develop and execute sales strategies to meet or exceed sales targets. Prepare and deliver persuasive sales presentations to potential clients.

4. Bachelor degree in Finance, Business, Economics, or a related field. 5. Strong knowledge of direct equities, mutual funds, PMS, AIF, and insurance products. 6. Relevant industry certifications (e.g., CFA, CFP) will be an advantage. 7. Excellent communication and interpersonal skills.

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