Relationship Manager
1 week ago
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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