Relationship Manager

Key Responsibilities:

Client Relationship Management: Develop and maintain strong, long-term relationships with clients. Understand clients financial needs and objectives, providing tailored solutions. Conduct regular meetings and reviews with clients to ensure satisfaction and address concerns. Business Development: Identify and pursue opportunities to grow the client base. Promote and cross-sell the company's financial products and services. Work towards achieving sales targets and business development goals. Financial Advisory: Provide clients with expert advice on financial strategies, investments, and risk management. Stay updated on market trends and economic developments to offer relevant advice. Customer Service: Address and resolve client queries, issues, and complaints promptly. Ensure a high level of client satisfaction through personalized service and effective problem-solving. Portfolio Management: Oversee and manage clients investment portfolios and financial accounts. Monitor and analyze financial performance, suggesting adjustments as needed. Compliance and Risk Management: Ensure all financial transactions and advice comply with regulatory requirements and company policies. Identify potential risks and ensure appropriate measures are in place to mitigate them. Reporting and Documentation: Maintain accurate records of client interactions, transactions, and financial advice given. Prepare and present reports on client portfolios and financial performance.

Skills and Qualifications:

Educational Background: A bachelor's degree in finance, business administration, economics, or a related field is typically required. Advanced degrees or certifications (e.g., CFA, CFP) can be advantageous. Experience: Previous experience in a client-facing role within the financial services industry is often required. Experience in sales, financial advisory, or portfolio management is beneficial. Technical Skills: Proficiency in financial software and tools. Strong analytical skills to assess and interpret financial data. Communication Skills: Excellent verbal and written communication skills for interacting with clients and presenting financial information. Strong interpersonal skills to build and maintain client relationships. Problem-Solving Abilities: Ability to address and resolve client issues effectively. Proactive approach in identifying and mitigating financial risks. Regulatory Knowledge: Understanding of financial regulations and compliance requirements relevant to the industry.

Job Type: Full-time

Benefits:

• Cell phone reimbursement

Commuter assistance

• Health insurance

Internet reimbursement

• Paid sick time

Provident Fund
Schedule:

• Day shift

Morning shift
Supplemental Pay:

• Overtime pay

Performance bonus

• Yearly bonus

Application Question(s):

• Current CTC

Expected CTC

• Days take to join

Education:

• Bachelor's (Preferred)

Experience:

• total work: 2 years (Preferred)

Language:

• English (Preferred)

Location:

• Worli, Mumbai, Maharashtra (Preferred)

Work Location: In person