Relationship Manager
2 days ago
Company Description
Manifest Wealth Solutions has been a pioneer in capital investment, management, and other financial services both globally and locally. Our expertise lies in providing innovative financial solutions and excellent client service. We aim to help our clients achieve their financial goals through well-informed investment strategies and impeccable management. We are committed to fostering growth and development within the financial sector.
Role Description
This is a full-time on-site role based in Chennai for a Relationship Manager. The Relationship Manager will be responsible for managing client relationships, understanding their financial needs, and providing tailored investment solutions. Daily tasks include meeting with clients, analyzing financial data, offering investment advice, and ensuring client satisfaction. The role requires collaborating with various departments to ensure seamless service delivery and staying updated on market trends and financial products.
Qualifications
- Experience in capital investment and financial management
- Strong client relationship management and interpersonal skills
- Ability to analyze financial data and offer investment solutions
- Excellent negotiation, communication, and presentation skills
- Knowledge of financial markets and products
- Relevant certifications such as CFA or CFP are a plus
- Ability to work independently and as part of a team
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Proficiency in financial software and tools
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