Relationship Manager

1 week ago


Ekkattuthangal Chennai Tamil Nadu, India d2ffa6de-0266-471f-b8b1-7d75f3051c3c Full time ₹ 3,00,000 - ₹ 4,00,000 per year

Key Responsibilities:

  • Build and maintain strong, long-term relationships with clients through regular communication.
  • Understand client financial goals and provide expert guidance on investment opportunities, such as mutual funds, equities, or other products.
  • Monitor and manage client portfolios, perform regular reviews, and adjust financial strategies as client needs change.
  • Stay updated on market trends, competitor activities, and economic conditions to provide informed recommendations to clients.
  • Prepare and present financial reports, performance evaluations, and investment summaries to clients.
  • Handle client inquiries and concerns promptly, resolve issues, and ensure high levels of customer satisfaction.
  • Identify new business opportunities, acquire new clients, and grow the client base and assets under management (AUM).
  • Drive sales and achieve business targets for investment products.
  • Ensure all activities comply with financial regulations and company policies.
  • Work with internal teams, such as sales, compliance, and product development, to provide seamless client service.

Job Type: Full-time

Pay: ₹20, ₹30,000.00 per month

Work Location: In person



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