
Relationship Manager
23 hours ago
Founded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.
The Role
Role Overview
We are looking for a dynamic Relationship Manager to strengthen client relationships, drive business growth, and enhance our digital presence. This role requires a mix of client servicing, sales expertise, and financial knowledge.
Key Responsibilities
- Build and maintain strong client relationships
- Acquire new clients through lead generation & networking
- Execute financial transactions with accuracy
- Provide post-sales service and client support
- Handle accounting, documentation & compliance
- Maintain MIS reports for management
- Strategize and manage social media marketing
- Stay updated with financial markets & trends
Ideal Profile
- Fluent in English & Hindi (Marathi is a plus)
- Proficient in MS Office (Excel, Word, PPT)
- Knowledge of Mutual funds & financial products
- Expertise in social media marketing is a ++
- Sales skills in financial products preferred
- Understanding the stock market & investments
- Strong communication & negotiation skills
What's on Offer?
- Work in a company with a solid track record of performance
- Opportunity to make a positive impact
- Attractive Salary & Benefits
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