Relationship Manager (Stock Broking)
Finserve Simplified is an established financial services provider focused on wealth management and investment planning. The Relationship Manager will oversee client relationships, provide personalized investment advice, and manage portfolio performance. The role requires proficiency in financial software, market analysis, and strong communication skills. This is a fully remote position focused on delivering transparent and tailored financial solutions to clients.
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Experience
Experience not specified
Function
Business Development
Work mode
Remote, India
Company
Tier 2
What you will work on
Finserve Simplified is an established financial services provider focused on wealth management and investment planning. The Relationship Manager will oversee client relationships, provide personalized investment advice, and manage portfolio performance. The role requires proficiency in financial software, market analysis, and strong communication skills. This is a fully remote position focused on delivering transparent and tailored financial solutions to clients.
TAL's take
Solid, clearly defined role within a stable, long-standing financial services firm, though lacking specific brand-name recognition.
Clear and coherent description of responsibilities and requirements, although YOE is not specified.
Must haves
- Familiarity with stock markets and financial instruments
- Proficiency in client relationship management
- Excellent verbal and written communication skills
- Analytical skills for market research
- Proficiency in financial software
- Ability to work independently
Tools and skills
About the company
Unfamiliar company in the financial services sector, defaulting to mid-tier.
Posts mentioning Finserve Simplified
12LPA V 17LPA
I have a total of 3 Years of experience I got 2 offers One from HSBC @12LPA and other from Bajaj Finserv @17LPA Which one should I join considering Bajaj Finserv has all days WFO and also alternate Saturday working as well whereas HSBC has hybrid WFO mode Which one should I go for considering a mixed result of pay,job security and wlb Thanks
Jio Financial Services in Talks with Allianz for Insurance Partnership
- Jio Financial Services (JFS) is reportedly discussing insurance partnerships with Allianz SE. - Allianz is looking to dissolve its existing joint ventures with Bajaj Finserv in India. - The talks are in initial stages and may not proceed. - This follows reports of JFS considering a private credit JV with BlackRock. - JFS reported a 3.13% rise in its consolidated net profit for Q2 FY25. Source: [Inc42](https://inc42.com/buzz/jio-financial-services-eyes-insurance-partnership-with-allianz/)
Navi Finserv Secures $24.5M Loan Securitisation Deal with Goldman Sachs
- Fintech unicorn **Navi Finserv** has closed a **$24.5M loan securitisation deal** with Goldman Sachs. - The deal is backed by a pool of **unsecured personal loans**, originated and serviced by Navi Finserv. - This follows a previous **$38M personal loans securitisation deal** with JP Morgan in July. - Navi Finserv's consolidated operating revenue stood at **INR 1,906.2 Cr** in FY24. - The company aims to simplify and enable access to finance for a billion people. Source: [Inc42](https://inc42.com/buzz/navi-closes-24-5-mn-loan-securitisation-deal-with-goldman-sachs/)