As a relationship manager at TR Capital, you will have the exciting opportunity to work with high-net-worth clients and help them achieve their financial goals. Your role will involve utilizing your expertise in investing, sales, effective communication, and MS-Excel to provide top-notch service to our clients.
Key responsibilities:
1. Build and maintain strong relationships with clients to understand their financial needs and objectives
2. Develop personalized investment strategies and financial plans to help clients reach their goals
3. Regular meetings with clients to maintain strong relationship
4. Identify new business opportunities and expand the client base through proactive sales efforts
5. Provide timely and accurate financial reports using MS-Excel to keep clients informed of their investment performance
6. Collaborate with internal teams to ensure seamless delivery of services to clients
7. Stay updated on market trends, investment products, and regulations to provide valuable insights to clients
If you are a motivated and dynamic individual with a passion for finance and a strong track record in relationship management, we want to hear from you. Join us at TR Capital and take your career to the next level in the exciting world of wealth management.
Established over 30 years ago, TR Capital is the most trusted and oldest stockbroking firm in Hisar, Haryana. With a strong legacy of serving 18,000+ happy customers, we are a one-stop solution provider for all financial needs, including saving, investing, trading, and more. Associated with Motilal Oswal Financial Services Limited since 2017, we are known for our solid research, advice, products, and technology.
