Financial Services Professional

24 hours ago

dombivli, India beBeeRelationship Full time

Key Responsibilities:We are seeking a highly skilled Relationship Manager to join our team. The successful candidate will be responsible for developing and maintaining strong client relationships, with the ultimate goal of generating AUM from preferred clients.In addition to building a strong client book, this role also involves advising affluent clients on their investments and managing their overall financial portfolio.An important aspect of this position is tracking the affluent & super affluent client segment in the market for new client acquisition opportunities.The ideal candidate will have strong research skills, enabling them to investigate and update clients on available investment opportunities/financial market trends.This role requires excellent communication and coordination skills, particularly when working with the product and research team (Centralize CFP Team) to make informed investment decisions for clients.Furthermore, the successful candidate will be responsible for conducting seminars, workshops, and other business development activities to drive growth.Requirements:A strong understanding of the financial services industry, particularly in relation to investment products and wealth management.Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.Strong research skills, with the ability to analyze complex data and make informed recommendations.Ability to work effectively in a fast-paced environment, prioritizing multiple tasks and deadlines.A high level of integrity and professionalism, with a commitment to upholding the highest standards of conduct.About the Role:This is an exciting opportunity to join a dynamic team and contribute to the growth and success of our organization.The successful candidate will be offered a competitive salary and benefits package, as well as opportunities for professional development and career advancement.If you are a motivated and results-driven individual with a passion for finance and relationship building, we encourage you to apply for this exciting opportunity.

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