Relationship Manager

3 weeks ago


india Profinity Full time

Position :- Relationship Manager (Financial Industry)

Location : - Kanpur (UP)

Salary :- Upto 2.5 to 6 LPA


Interview Timing:- 11:00 AM to 3:30 PM


We are currently seeking a Relationship Manager in the financial industry. The ideal candidate will have a solid understanding of financial products and services, coupled with excellent interpersonal skills to build, and maintain client relationships.


Responsibilities:


1. Cultivate and manage client relationships, understanding their financial needs and goals.

2. Provide personalized financial advice and solutions to clients based on their individual circumstances.

3. Act as a trusted advisor to clients, offering guidance on investment opportunities, retirement planning, and wealth management strategies.

4. Collaborate with internal teams to ensure seamless delivery of financial services and products.

5. Stay updated on market trends, economic indicators, and regulatory changes affecting the financial industry.

6. Meet or exceed sales targets and performance metrics.


Requirements:


1. Master’s degree in finance, Business Administration, Economics, or related field.

2. 0 to 3 years of experience in the financial industry, preferably in a client-facing role.

3. Strong understanding of financial products and services, including investments, insurance, and banking products.

4. Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.

5. Proven track record of meeting or exceeding sales targets and performance goals.

6. Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

Note:- This position is only for Kanpur Candidates


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