Financial Services Relationship Manager

6 days ago


Mumbai, Maharashtra, India Pranam Recruiters Full time
Job Description

We are seeking a highly motivated and experienced Relationship Manager to join our team at Pranam Recruiters. As a key member of our financial services department, you will be responsible for building strong relationships with our clients, understanding their financial goals and objectives, and providing personalized advice and recommendations to help them achieve their desired outcomes.

Responsibilities
  • Client Relationship Management: You will work closely with our clients to understand their financial needs, provide tailored investment advice, and develop customized solutions to meet their objectives.
  • Sales Strategy Development: You will analyze market trends, identify new business opportunities, and develop effective sales strategies to drive revenue growth and expand our client base.
  • Investment Advisory: You will conduct thorough research and analysis to provide clients with informed investment recommendations aligned with their financial objectives, risk tolerance, and investment preferences.
Requirements
  • Bachelor degree in Marketing or Finance, MBA is a plus with minimum 2 years of experience
  • Ability to drive sales and acquire new clients/accounts, meeting or exceeding targets
  • Excellent verbal and written communication skills to interact with clients effectively, colleagues, and stakeholders
  • Ability to analyze market trends, client data, and financial statements to make informed decisions and recommendations
Benefits

The successful candidate can expect a competitive salary range of ₹3,00,000 - ₹7,50,000 per annum, along with additional benefits such as flexible working hours (6 days a week), opportunities for professional development and growth, and a dynamic and supportive work environment.



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