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Relationship Manager @ Oigs Consultancy

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 Relationship Manager

Job Description

For Multiple Broking Companies

Job Description -

* Key Responsibilities:

  • Client Acquisition: Identify and acquire new affluent and super-affluent clients.
  • Relationship Management: Build and maintain strong relationships with both prospective and existing clients.
  • Wealth Management: Advise clients on investments, manage their financial portfolios, and help them achieve their financial goals.
  • Revenue Generation: Generate AUM (Assets Under Management) and increase revenue through client acquisition and wallet deepening.
  • Market Research: Stay informed about market trends and investment opportunities.
  • Product Knowledge: Maintain a strong understanding of company products and services.
  • Teamwork: Collaborate with product and research teams for investment decisions.
  • Business Development: Conduct and assist in organizing seminars, workshops, and other business development activities.

Required Skills and Experience:


  • Experience: Prior experience in private banking or wealth management is preferred.
  • Client Handling: Experience managing clients with a minimum investment amount of Rs 1 Cr and above.
  • Asset Class Knowledge: Knowledge and experience advising clients across various asset classes.
  • Analytical Skills: Strong analytical and problem-solving skills.
  • Teamwork: Ability to work effectively in a team environment.
  • Communication: Excellent communication and interpersonal skills.
  • Stability: Candidates with a good track record of stability in their previous roles are preferred.
  • Qualifications: PG/MBA or Graduate from a reputed institute. AMFI certification and knowledge of Mutual Funds would be an advantage.

Interested Candidates can contact to Miss MANSI YADAV

Contact No.-

Email I'd - ma****y@op***************s.com

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Direct Sales Executive
Employement Type: Full time

Contact Details:

Company: Oigs Consultancy
Location(s): Noida, Gurugram

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Keyskills:   Demat Broking Cross Selling TPP Third Party Products Equity MF Dmat Trading Account

 Fraud Alert to job seekers!

₹ -6.5 Lacs P.A

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Oigs Consultancy

Opus Global Services is a premier level professional services firm founded and based in the U.S. with an additional office in Noida, India. We pride ourselves on our passion and dedication to our clients and our global team members. The goal of our team is to surpass your vision of where you wish ...