
Senior Financial Services Specialist
2 days ago
We are seeking an experienced and skilled Senior Relationship Manager to join our team. As a key member, you will be responsible for managing a portfolio of high net worth clients and driving business growth through strategic relationship management.
Main Responsibilities:- Manage a portfolio of high net worth clients to achieve business growth targets
- Develop and implement tailored financial solutions to meet client needs
- Collaborate with internal stakeholders to provide excellent customer service and drive business growth
- Stay up-to-date with market trends and competitor activity to maintain a competitive edge
- Minimum 2 years of experience in wealth management or related field
- Strong understanding of financial markets and economic trends
- Excellent communication and interpersonal skills
- Ability to manage complex client requirements
- AMFI Certification
- NCFM Certification (Optional)
- CAIIB
- IRDA
The ideal candidate will possess excellent communication and interpersonal skills, strong analytical abilities, and the ability to work effectively in a fast-paced environment.
This role offers a unique opportunity to work with a diverse portfolio of high net worth clients, develop strategic relationships, and drive business growth.
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