Senior Relationship Manager (Varanasi)

Company Description Share India Securities Limited, established in 1994, is a leading provider of algorithmic trading solutions to clients in India and internationally. The company has a strong presence in the HNI segment and is now actively expanding its retail offerings to serve new-age investors. Share India focuses on helping customers grow and multiply their investments through transparent, honest, and customer-centric services. The organization is committed to continuous improvement, innovation, and expanding access to modern investment solutions. With decades of expertise, Share India is dedicated to serving investors across India in a better and more impactful way. Role Description This is a full-time, on-site Senior Relationship Manager role based in Varanasi. The Senior Relationship Manager will be responsible for managing and growing relationships with high-net-worth and retail clients, understanding their investment objectives, and recommending suitable products and services. The role includes proactively reaching out to existing and prospective clients, conducting regular portfolio reviews, and ensuring high levels of client satisfaction and retention. The person in this role will collaborate with internal teams to resolve client queries, execute transactions accurately, and stay updated on market trends and regulatory changes. The Senior Relationship Manager will also contribute to business development by identifying new opportunities, achieving revenue and AUM targets, and maintaining detailed records of client interactions and sales activities. Qualifications
- Strong client relationship management, customer service orientation, and ability to build trust with diverse investor profiles.
- Solid understanding of financial markets, equity and derivative products, and investment advisory concepts.
- Proficiency in communication, presentation, and negotiation, with the ability to explain complex financial concepts clearly.
- Comfort with using trading platforms, CRM tools, and basic office software for reporting and client tracking.
- Bachelor’s degree in Finance, Business, Economics, or a related field; relevant certifications (e.g., NISM, NCFM) are an advantage.
- Proven experience in relationship management or sales within broking, wealth management, or financial services.
- Ability to work in office in Varanasi, manage a client portfolio independently, and meet defined business targets ethically. Apply on Kit Job: kitjob.in/job/4mtqim