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Relationship Manager

SBICAP Securities

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Noida, Ghaziabad, ShimlaFinancial ServicesCybersecurityFintech
Relationship ManagementFinancial ServicesInvestment ProductsSalesClient AcquisitionFinancial PlanningCommunicationInterpersonal SkillsFinancial MarketsCompliance

Relationship Manager

This role involves building and maintaining strong relationships with clients, understanding their financial needs, and providing tailored solutions. The Relationship Manager will be responsible for identifying new business opportunities and ensuring client satisfaction.

Key Responsibilities:

  • Developing and managing a portfolio of clients.
  • Understanding client investment objectives and risk tolerance.
  • Providing financial advice and recommending suitable investment products.
  • Generating new business through referrals and networking.
  • Ensuring compliance with regulatory requirements.
  • Maintaining accurate client records and documentation.

Requirements/Qualifications:

  • 1 to 6 years of experience in a relationship management or sales role.
  • Strong communication and interpersonal skills.
  • Excellent understanding of financial markets and investment products.
  • Ability to build and maintain strong client relationships.
  • Proven track record of achieving sales targets.
  • Bachelor's degree in finance, business administration, or a related field.

About the Company: SBICAP Securities is a leading financial services provider focused on delivering comprehensive investment solutions. The company is dedicated to helping clients achieve their financial goals through expert advice and a wide range of products.

AI enhanced job description

Source: Hudson SignalsRecruiter: Rekroot
Posted: 11/9/2026
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