Relationship Manager

2 days ago

Defence Colony Delhi, India 23056f7c-abe7-469e-94f5-bc5801ed2cc5 Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Company Description

PTIC Corporate Services Pvt. Ltd., established in 1995, is a highly respected wealth management group committed to helping clients realize their financial goals. Specializing in wealth management, we integrate financial planning with investment management, backed by significant expertise in taxation and accounting to maximize tax efficiency. Our client-first approach focuses on accessible, proactive, and clear communication, with a commitment to service excellence. Our team of experienced professionals is known for integrity, collaboration, and personalized solutions.

Role Description

This is a full-time on-site position for a Relationship Manager located in Defence Colony. The Relationship Manager will be responsible for building and nurturing strong relationships with clients, identifying their financial needs, and offering tailored solutions. The role will involve advising clients on investment opportunities, managing client portfolios, and ensuring superior service delivery. The Relationship Manager will also collaborate with the team to implement tax-efficient strategies and maintain high levels of client satisfaction.

Qualifications

  • Proficiency in relationship management, client service, and communication skills
  • Strong understanding of financial planning, wealth management, and investment strategies
  • Experience with taxation, accounting principles, and implementing tax-efficient planning
  • Attention to detail, problem-solving skills, and the ability to manage multiple client portfolios
  • Bachelor's degree in finance, business, economics, or a related field
  • Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous
  • Proficiency in financial software and tools is a plus

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