Marketing & Communications – Opus Global Services https://opusglobalservices.in Mon, 18 Aug 2025 10:27:46 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 https://opusglobalservices.in/wp-content/uploads/2025/02/cropped-favicon-270x270-1-150x150.webp Marketing & Communications – Opus Global Services https://opusglobalservices.in 32 32 Relationship Manager https://opusglobalservices.in/jobs/relationship-manager/ Mon, 18 Aug 2025 10:27:46 +0000 https://infomaniac.in/opusglobal/?post_type=awsm_job_openings&p=1673 Key Responsibilities:

  • Build and maintain strong relationships with high-net-worth clients.

  • Understand client needs and provide tailored financial solutions.

  • Cross-sell and up-sell wealth management products like Mutual Funds, PMS, Insurance, Bonds, Corporate FDs, and NCDs.

  • Conduct periodic portfolio reviews and provide investment advice aligned with client goals.

  • Identify opportunities to acquire new clients and expand the client base.

  • Ensure client queries regarding market trends, investment products, and account issues are resolved promptly.

  • Monitor client exposure, investment limits, and risk profile adherence.

  • Drive business growth while ensuring compliance with regulatory and organizational policies.

  • Maintain accurate client records and documentation in line with internal procedures.

Eligibility: Only candidates with experience in Broking, Securities, or Wealth Management.

Experience: 1 to 10 Years

CTC: Up to 8 LPA

Location: New Delhi

Qualification: Graduate with NISM 8 Certification

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