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Job Opening details:-
Company Name :- Golechha Capital
Position Name :- Relationship Executive
Company Location :- Secunderabad, Telangana
Job Category : General Category 2
Full Job Description :-
Job Profile
The Relationship Executive role at Golechha Capital comprises of a job profile wherein an
individual has the major responsibility of carrying out the distribution of financial products
across client forums. It is essential to provide apt financial advice to the client and this role
encompasses personalized financial advice to clients which shall be done on an individualistic
basis. The Relationship Executive shall report to the Assistant Relationship Managers and be
responsible for coordination with the team and meet the sales targets.
This role would require ownership of primary and secondary sales in the country, effectively
leading the distribution. There shall a training program wherein the Executives would be
required to get an indepth understanding of the all Financial Products, business functionality, and
technological advancements at Golechha Capital Pvt. Ltd. The training enables the Executives to
understand and meet the high expectations of the company and exceed those of its clients. (Visit
golechha.com for more information)
About Golechha Capital
Golechha Capital started off as a stock broking firm in the early 1990s and has grown to
be one of the leading financial services providers and capital market product distributors
in this part of the world.
Master franchise of Motilal Oswal, – Golechha Capital is one of the top most
distributor of Portfolio Management Services for the year 2017 and 2018.
We believe in providing our clients with the best financial advice. Our service is focused
on generating maximum returns coupled with personalized and customized financial
advice for our clients.
We answer the most important dilemma faced by an individual today – “Where to Invest”,
by guiding them to the most productive financial instruments available in the market.
Headquartered in Hyderabad, our team is a blend of experience and youth, who are
always eager to serve clients with the best product, in accordance with their needs and
expectations.
Prerequisites
Bachelor’s degree in any field, Commerce preferred
Basic understanding of Microsoft Products
Entrepreneurial and proactive attitude
Strong understanding of financial products:
o Mutual funds
o Portfolio Management Services
o Financial instruments
Outstanding interpersonal and communication skills
Strong analytical ability
Business Ownership
Ability to undertake challenges
Eye for detail
Passion for learning and growth of business
Responsibilities
Serve as a Financial product Executive across major product segments (Mutual Funds,
PMS, etc.).
Client acquisition and client retention capabilities
Communicate products investment philosophy, process, and positioning along with
current market trends to internal and external clients.
Develop knowledge of industry, trends and be up to date with latest trends and other
marketing materials to improve client experience.
Assist with completion of client requests and proposals.
Be highly proactive and generate high potential client conversion.
Prepare monthly and quarterly reports for clients and respective distribution channel.
Opportunities
Hands on experience working directly with clients
Adjust sales targets according to individual goals
Ability to diverge into any major product offering post induction period
Acquisition of several skills
High visibility in career path at the firm
Direct interaction with HNI’s and Investment Product Managers (ICICI, Reliance, DSP
Blackrock, Motilal Oswal, etc.)
Job Location
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Secunderabad/Hyderabad
All candidates shall send in your CV/resume at careers@golechha.com .
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