Relationship Manager

3 weeks ago


Pune Maharashtra, India ink wealth Full time

Founded on a legacy of excellence ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals managing portfolios valued at over 1 million The Role Role Overview We are looking for a dynamic Relationship Manager to strengthen client relationships drive business growth and enhance our digital presence This role requires a mix of client servicing sales expertise and financial knowledge Key Responsibilities Build and maintain strong client relationships Acquire new clients through lead generation networking Execute financial transactions with accuracy Provide post-sales service and client support Handle accounting documentation compliance Maintain MIS reports for management Strategize and manage social media marketing Stay updated with financial markets trends Ideal Profile Fluent in English Hindi Marathi is a plus Proficient in MS Office Excel Word PPT Knowledge of Mutual funds financial products Expertise in social media marketing is a Sales skills in financial products preferred Understanding the stock market investments Strong communication negotiation skills What s on Offer Work in a company with a solid track record of performance Opportunity to make a positive impact Attractive Salary Benefits


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