Junior Relationship Manager
5 days ago
Key Responsibilities:
· Manage and maintain strong relationships with family office clients, ensuring personalized attention and service.
· Act as the primary point of contact for clients, addressing their investment and service-related needs.
· Conduct regular meetings with clients to review portfolio performance and provide updates.
· Coordinate with internal teams – operations, compliance, and client support – to ensure smooth execution of transactions and client requests.
· Ensure a high level of client satisfaction through timely and professional communication.
· Prepare and present portfolio performance and investment reports.
· Stay informed about market developments, investment products, and regulatory updates to support client interactions effectively.
Key Requirements:
· Education: Graduate (minimum requirement)
· Experience: Minimum 3 years of relevant experience in financial services, preferably in mutual funds, PMS, or banking.
· Candidates with backgrounds in luxury car, watch, or travel sales who have strong client relationship skills are also encouraged to apply.
· Languages: Proficiency in English (both written and verbal).
Job Type: Full-time
Pay: ₹30, ₹45,000.00 per month
Benefits:
- Health insurance
Work Location: In person
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