Company Description
NIRMAL BANG SECURITIES PRIVATE LIMITED is a company based in Mumbai, Maharashtra, India. We specialize in financial services and are dedicated to providing high-quality investment solutions to our clients. Our team is committed to delivering exceptional customer service and building long-term relationships with our valued customers.
Role Description
This is a full-time on-site role for a Relationship Manager located in Pune. The Relationship Manager will be responsible for building and maintaining strong relationships with clients. The day-to-day tasks include providing personalized investment advice, assisting with financial planning, conducting market research, tracking client portfolios, and resolving any client queries or concerns. The Relationship Manager will work closely with the sales team to identify new business opportunities and provide excellent customer service.
Qualifications
- Strong knowledge of financial products and investment strategies
- Excellent communication and interpersonal skills
- Customer-focused mindset and ability to build and maintain relationships
- Analytical and problem-solving skills
- Ability to work in a fast-paced environment and meet targets
- Proven track record in sales or relationship management
- Bachelor's degree in Finance, Business, or related field
- Professional certifications such as CFA or CFP are a plus
