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Client Relationship Manager
2 weeks ago
We are seeking a skilled and dynamic Client Relationship Manager to join our team. As a key member of our Wealth Advisory department, you will be responsible for building and maintaining strong relationships with High Net-Worth Individuals (HNIs) and delivering high-quality wealth management services.
- Key Responsibilities:
- Build and maintain strong relationships with HNI clients through personalized communication and exceptional customer service.
- Convert qualified leads into managed portfolios by advising clients on investment opportunities across Mutual Funds, Equity, and Wealth Management products.
- Monitor and review client portfolios to ensure consistent performance and deliver seamless wealth advisory services.
Requirements:
- Bachelor's/Master's degree in Finance, Commerce, Economics, or related field.
- 2–3 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory.
- Proven track record of handling HNI clients and converting leads.
What We Offer:
- A dynamic and supportive work environment.
- Ongoing training and professional development opportunities.
- The chance to work with a leading wealth advisory firm and make a meaningful impact in the lives of our clients.
Why Join Us?
- Be part of a team that values excellence, innovation, and customer satisfaction.
- Enjoy a collaborative and inclusive work environment that fosters growth and development.
- Contribute to shaping the future of wealth management and making a positive difference in people's lives.