Relationship Manager

3 weeks ago


gurugram, India Snaphunt Full time

The Offer

  • Good Opportunity

The Job

You will be responsible for :

  • Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
  • Developing strong internal relationships to optimise service delivery and ensure all practices are in line with internal guidelines and statutory requirements.
  • Investing client capital in line with their investment objectives and risk profile to achieve maximum returns on their investments.
  • Managing asset allocation and positions.
  • Portfolio optimisation and enhancement.
  • Participating in account reviews & preparing and delivering client presentations.

The Profile

  • You have at least 1 year experience including solid experience in a similar role within Financial Services.
  • You are a strong networker & relationship builder
  • You are adaptable and thrive in changing environments
  • You are highly goal driven and work well in fast paced environments

The Employer

Our client is a boutique Company, of independent financial distributors, that offers financial services to a variety of clients whether HNIs, Corporate houses or other consulting firms under one umbrella.


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