Relationship Manager

4 weeks ago


Mumbai, Maharashtra, India stockaxis Full time
Job Description

Position:Relationship Manager

Department:Sales

Location: Cuffe Parade, Mumbai

Job Summary:

We are looking for a dynamicRelationship Managerto join ourPMS team. The role involves managing and growing relationships with clients, offering tailored portfolio management services, and ensuring client satisfaction through personalized investment advice.

Responsibilities:

- Build and maintain strong relationships with clients.
- Understand client goals and recommend customized PMS solutions.
- Provide regular portfolio updates and performance reports.
- Achieve sales targets for new business and portfolio growth.
- Collaborate with teams for seamless execution.
- Stay updated on market trends and investment strategies.

Key Requirements:

- Bachelors degree in Finance, Business, or related field (MBA a plus).
- 1 - 4 years of experience in relationship management, wealth, or portfolio management.
- Strong knowledge of financial products (PMS, equities, etc.).
- Excellent communication and client management skills.
- Ability to work independently with a client-centric approach.

How to Join Us:

If you are ready to revolutionize the financial sector, come grow with us Send your resume to [Confidential Information], and don&apost forget to mention your qualifications and why you believe you&aposre the perfect candidate for this position.

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