Financial Relationship Specialist

2 weeks ago


Hisar, Haryana, India TR Capital Full time
Key Responsibilities:
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Provide expert advice on investment opportunities and facilitate transactions to help clients achieve their objectives.
  • Collaborate with clients to make informed financial decisions and provide ongoing support to ensure their financial well-being.
Requirements:
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Knowledge of financial products and investment strategies, with a focus on delivering high-quality advice and guidance.
  • Experience in client relationship management, with a proven track record of building and maintaining strong client relationships.
  • Proficiency in MS Office, with the ability to effectively utilize tools such as Excel and Word.
  • Certifications such as NISM are highly valued.
  • Bachelor's or Master's degree in a relevant field, such as finance or business.
About TR Capital:

TR Capital is a leading financial services company dedicated to helping clients achieve their financial goals. Our team of experts provides comprehensive financial advice and guidance, with a focus on building long-term relationships with our clients.



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