Relationship Manager

2 days ago

Wakad Pune Maharashtra, India Wealthfirst potfolio Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role Description

This is a full-time, on-site role for a Relationship Manager located in Pimpri Chinchwad. The Relationship Manager will be responsible for managing client relationships, providing financial advice, and developing tailored investment strategies. The role involves regular interaction with clients to understand their financial needs, recommending suitable financial products, and ensuring excellent customer service. Additionally, the Relationship Manager will be responsible for conducting market research, analyzing financial data, and staying updated with industry trends.

Qualifications

  • Experience in managing client relationships and providing financial advice
  • Ability to develop tailored investment strategies and recommend suitable financial products
  • Strong analytical skills for conducting market research and analyzing financial data
  • Excellent communication and interpersonal skills for client interactions
  • Knowledge of financial industry trends and regulatory requirements
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications such as CFA or CFP are a plus
  • Ability to work independently and as part of a team

Note:-

Only candidates who are available for an offline interview in Pune should apply.

Please do not apply if you are expecting an online interview or are not comfortable with the Pune location.

Job Types: Full-time, Permanent, Fresher, Internship

Contract length: 3 months

Pay: ₹25, ₹100,000.00 per month

Work Location: In person

Speak with the employer

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