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Financial Services Professional

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moradabad, India beBeeRelationship Full time

Job SummaryOur organization is dedicated to helping individuals and businesses achieve their financial aspirations.This is a full-time role for a Relationship Manager based in Mumbai.The Relationship Manager will be responsible for managing client relationships, identifying client needs, and providing tailored financial solutions.Key ResponsibilitiesUnderstanding clients' financial goals and offering portfolio management servicesFacilitating investment decisions and monitoring client progressMaking necessary adjustments to strategies to ensure clients receive regular updates and supportRequirementsExperience in Client Relationship Management and understanding of financial productsKnowledge of Portfolio Management, Mutual Funds, and Direct Equity InvestmentsExcellent communication and interpersonal skillsBenefitsAs a key member of our team, you will have opportunities for career growth and professional development.Additional InformationWe are an equal opportunity employer committed to diversity and inclusion. We encourage applications from qualified candidates who share our values.