Relationship Manager

2 weeks ago

Hyderabad, Telangana, India Gamut HR Solutions Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Company Overview

Gamut HR Solutions, headquartered in Hyderabad, is dedicated to assisting individuals in finding the ideal job opportunities. As a small-sized company with 2-10 employees, Gamut HR Solutions is focused on personal growth and effective HR solutions. Learn more about us at our website.

Job Overview

We are seeking a Relationship Manager Financial Products for a mid-level position in Hyderabad. This is a full-time role requiring a minimum of 4 years and maximum of 6 years of work experience. The candidate will be responsible for managing relationships and sales of financial products.

Qualifications and Skills

  • Proven experience in wealth management, showcasing the ability to handle high net-worth clients. (Mandatory skill)
  • Certified financial planner with a recognized certification supporting the expertise in financial planning. (Mandatory skill)
  • Experience in financial product sales, demonstrating a successful track record in meeting sales targets. (Mandatory skill)
  • Strong financial analysis skills to interpret financial data and provide insightful recommendations.
  • Knowledge in regulatory compliance to ensure all financial activities comply with industry regulations.
  • Experience in client onboarding, ensuring a smooth and positive transition for new clients.
  • Skilled in risk assessment to identify potential financial risks and develop mitigation strategies.
  • Proficiency in negotiation to effectively manage client relationships and business dealings.

Roles and Responsibilities

  • Develop and manage comprehensive relationships with clients, understanding their financial needs and objectives.
  • Actively market and sell a portfolio of financial products to meet and exceed sales targets.
  • Provide informed advice on financial planning and wealth management strategies to clients.
  • Ensure compliance with all regulatory requirements, maintaining transparency and accuracy in all client interactions.
  • Oversee the client onboarding process, ensuring satisfaction and effective integration into company offerings.
  • Conduct risk assessments to accurately identify and address potential financial vulnerabilities.
  • Prepare detailed financial reports and present findings to clients in an understandable manner.
  • Build and maintain a strong pipeline of potential clients and follow up on new business opportunities.

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