Finance Relationship Specialists

2 days ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000
Job Description

We are seeking a highly motivated and detail-oriented Relationship Manager to join our team. As a Relationship Manager, you will play a crucial role in managing client relationships and ensuring client satisfaction.

Your primary responsibilities will include communicating with clients, understanding their financial goals, and providing tailored investment solutions. You will also be responsible for conducting market research, preparing financial plans, and assisting senior managers with various administrative tasks.

This is a full-time on-site role located in New Delhi. The successful candidate will have the opportunity to work independently and collaboratively in a team setting, utilizing strong communication and interpersonal skills.

Key Responsibilities:

  • Manage client relationships and ensure client satisfaction.
  • Communicate effectively with clients and understand their financial goals.
  • Provide tailored investment solutions to clients.
  • Conduct market research and prepare financial plans.
  • Assist senior managers with administrative tasks.

Required Skills and Qualifications

To be successful in this role, you will need to possess the following skills and qualifications:

  • Strong communication and interpersonal skills.
  • Ability to understand and analyze financial markets and products.
  • Excellent organizational and time management skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Ability to work independently and collaboratively in a team setting.
  • Attention to detail and problem-solving skills.
  • Relevant experience or coursework in finance, economics, or related fields.
  • Bachelor's degree in Finance, Business, Economics, or related field (or currently pursuing one).

Benefits

We offer a competitive compensation package, including a salary and benefits, to attract and retain top talent. As a member of our team, you will have opportunities for professional growth and development, as well as access to resources and support to help you succeed in your role.

Others

Please note that we are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual who is passionate about finance and customer service, we encourage you to apply for this exciting opportunity.

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