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Relationship Manager
4 months ago
Designation : Relationship Manager - Wealth
Location : Pune
Reporting to : Area Manager / Regional Head
Required skills and qualifications:
- 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
- Understanding of financial markets, investment products, and wealth management principles.
- Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
- Excellent interpersonal skills and the ability to build trust and rapport with clients.
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
- Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
Preferred skills and qualifications:
- A master's degree in management, finance, economics, or a related field.
- Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial - Analyst (CFA), or equivalent.
- Familiarity with Indian tax laws, regulations, and financial planning strategies specific to the Indian market.
- Proven track record of achieving sales targets and building a successful client portfolio.
- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.
