Relationship Manager

Company Description

Shree Consultants is a leading Investment Advisory and Wealth Management Company based in Chennai. Since our inception in 2004, we have been successful in the financial services, sales, and distribution markets, offering a range of customized advisory services and professional financial planning. Our team of highly professional, dynamic, and committed individuals is at the core of our company's success.

Role Description

This is a full-time on-site role for a Relationship Manager. The Relationship Manager will be responsible for managing and nurturing client relationships, providing investment advice, and recommending financial products. They will also be responsible for conducting market research, analyzing investment opportunities, and creating customized financial plans for clients. The Relationship Manager will collaborate with internal teams to ensure exceptional service and client satisfaction.

Qualifications

• Excellent communication and interpersonal skills
• Strong knowledge of financial products and investment strategies
• Proven experience in relationship management
• Ability to analyze market trends and provide investment advice
• Good understanding of financial planning and risk management
• Ability to work collaboratively and build strong client relationships
• Proficient in MS Office and CRM software
• Bachelor's degree in Finance, Business, or related field