Golechha Capital Hiring for Relationship Executive at Secunderabad, Telangana, India Full Time

Job Description

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
`

• Secunderabad/Hyderabad

All candidates shall send in your CV/resume at careers@golechha.com .