Relationship Manager

Found in: Whatjobs IN C2 - 2 weeks ago


Bengaluru, India Careerfit.ai Full time
Responsibilities:

- Build and maintain relationships with clients, understanding their financial needs, objectives, and preferences.- Provide personalized financial advice and guidance to clients, recommending suitable products and services to help them achieve their financial goals.- Conduct financial assessments and analyses for clients, identifying opportunities for wealth accumulation, risk management, and retirement planning.- Coordinate with internal teams, including investment advisors, portfolio managers, and product specialists, to deliver comprehensive solutions to clients.- Execute transactions on behalf of clients, including buying and selling securities, opening accounts, and processing account maintenance requests.- Monitor client portfolios regularly, providing performance updates, investment reviews, and recommendations for adjustments as needed.- Act as the primary point of contact for clients, addressing their inquiries, concerns, and service requests in a timely and professional manner.- Stay updated on market trends, investment products, and regulatory changes to provide informed advice and recommendations to clients.

Requirements:

- Bachelor's degree in Finance, Economics, Business Administration, or related field.- Relevant experience in financial services, wealth management, or relationship management roles.- Strong knowledge of financial products and services, including investments, insurance, and retirement planning.- Excellent communication, interpersonal, and relationship-building skills.- Ability to understand and address complex financial needs and objectives.- Proficiency in financial planning software and Microsoft Office suite.

Skills:

- Relationship Management: Building and maintaining relationships with clients and providing personalized financial advice.- Financial Planning: Conducting financial assessments and analyses to identify opportunities for wealth accumulation and retirement planning.- Investment Advisory: Recommending suitable investment products and strategies based on client needs and objectives.- Communication: Communicating complex financial concepts and recommendations to clients in a clear and understandable manner.- Client Service: Addressing client inquiries, concerns, and service requests in a timely and professional manner.

Preferred:

- Certified Financial Planner (CFP) designation or equivalent certification.- Experience working with high-net-worth clients.- Advanced degree in Finance, Economics, or related field.
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