Client Relationship

4 days ago

Kolkata, India Nsuregrowth Full time

We are seeking a dynamic and results-driven Sales and Relationship Manager to join our esteemed wealth management firm. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth clients, as well as generating new business opportunities. As a Sales and Relationship Manager, you will play a crucial role in driving growth, providing personalized financial solutions, and ensuring an exceptional client experience. Your passion for sales, finance, and client-centricity will be key in contributing to the success of our firm.

Essential Duties and Responsibilities:

- Client Acquisition: Responsible for acquiring new clients and expanding the firms client base.
- Client Relationship Management: Building and nurturing strong relationships with clients is a primary

responsibility of a relationship manager
- Financial Advisory: They assess clients current financial situations, identify investment objectives, and create customized wealth management strategies.
- Client Education: Relationship managers educate clients about investment strategies, financial products, and market trends.
- Cross-Selling and Relationship Expansion: Relationship managers identify opportunities to cross-sell additional financial products and services offered by the company
- Compliance and Regulations: Relationship managers ensure compliance with regulatory requirements and internal policies
- Client Retention and Satisfaction: Retaining existing clients is crucial for the success

**Requirements**:
Job Requirements:

- Min Graduate degree.
- Prior experience in Sales & Marketing with relevance to Stock / Capital Market
- Excellent communication skills at a professional level
- Professional discretion
- Well-developed & Presentable

Critical Skills and Attributes:

- Good organizational skills and ability to priorities even when multi-tasking
- Excellent communication and listening skills (both verbal and written)
- Strong sense of decision making (driven by wisdom and rationale and not by emotions and feelings)
- Proven track record of success in sales, business development, or relationship management within the financial services industry, particularly wealth management.
- Strong knowledge of investment products, financial markets, and wealth management strategies.
- Excellent communication and interpersonal skills to build lasting relationships with high-net-worth clients.

Sales and Business Development Relationship Management Financial Expertise Communication Skills Networking Needs Analysis Prospect Prospecting Client Engagement Investment Strategies Client Retention Market Trends Analysis Consultative Selling Customer Service Risk Assessment Portfolio Management Time Management Presentation Skills Negotiation CRM Software Proficiency Compliance Awareness

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