Sharekhan Limited, India
Website:
sharekhan.com
Job details:
Company Description
Founded in 1995, Mirae Asset Sharekhan is a pioneer in introducing online trading in India. With a robust client base of over 31 lakhs, 120+ branches, and 4400+ business partners, the company offers a full-service financial model combining research, experienced relationship managers, and extensive education resources. Mirae Asset Sharekhan provides a wide array of financial solutions, including Mutual Funds, Stocks, Portfolio Management Services (PMS), IPOs, Futures & Options, and Bonds, among others. On average, the company processes over 11 lakh trades daily, reflecting its operational scale and market trust.
Role Description
This is a full-time on-site role for an Account Relationship Manager, located in Navi Mumbai. The Account Relationship Manager will be responsible for managing client relationships, understanding their financial goals, and recommending suitable financial products. Key responsibilities include driving sales, ensuring client satisfaction, engaging in portfolio management, providing market insights, and assisting with wealth creation strategies. The role demands proactive communication and collaboration with internal teams to align client goals with tailored financial solutions.
Qualifications
- Expertise in financial products and services, including Mutual Funds, Stocks, Bonds, Futures & Options, and Portfolio Management Services
- Strong sales and client relationship management skills, with a proven track record in achieving sales targets
- Effective communication and interpersonal skills to manage and grow client relationships
- Analytical and problem-solving abilities, with experience in assessing client needs and recommending financial solutions
- Working knowledge of financial markets, investment strategies, and market trends
- Adaptability to a fast-paced environment and ability to meet deadlines
- Bachelor’s degree in Finance, Business, or a related field (MBA or equivalent qualifications preferred)
- Prior experience in wealth management, investment advisory, or financial consulting is a plus
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