Company Overview:

HENSEX Securities Pvt. Ltd, was established in year 2000, is the fastest growing financial service provider of India. With an aim to achieve leadership position we are building an innovative, enterprising and technology driven organization. We have a diversified client base that includes retail customers (including HNI), corporates, etc. We are headquartered in Jodhpur having a network spread over all the top cities of India.

Job Summary:

As a Relationship Manager for HENSEX Securities, you will be responsible for building and maintaining strong relationship with clients. The ideal candidate should possess a deep understanding of various financial instruments, investment products, and market trends, enabling them to provide tailored financial solutions to clients.

Responsibilities :

1. Client Relationship Management : Build and maintain strong relationships with existing clients by understanding their financial needs, providing expert advice, and delivering exceptional customer service.

2. New Business Development : Identify and engage potential clients within the financial securities market to expand the client base and achieve business growth targets.

3. Financial Planning : Collaborate with clients to assess their financial objectives, risk tolerance, and investment preferences, and develop comprehensive financial plans and investment strategies accordingly.

4. Investment Planning : Offer expert guidance on a diverse range of financial services, including Equity Broking, Commodity Broking, Mutual funds and Insurance/Corporate FD's, aligned with clients' risk profiles and objectives.

5. Portfolio Analysis : Conduct regular portfolio reviews and performance analysis to ensure client investments are on track to meet their financial goals as suggested by client.

6. Compliance and Risk Management : Ensure adherence to all regulatory guidelines, internal policies, and risk management protocols when providing financial advice and executing transactions.

Requirements :

1. Bachelor's degree in Finance, Economics, Business Administration, or a related field

2. Proven experience as a Relationship Manager, Financial Advisor, or similar role in the financial services industry

3. Strong analytical and problem-solving skills to evaluate client financial situations and recommend suitable investment strategies.

4. Excellent communication and interpersonal skills to build rapport with clients and provide effective financial advice.

Salary: We offer a competitive salary and commission structure that commensurate with Industry levels.

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