Relationship Manager
13 hours ago
Experience in the field of Stock Market is mandatory. As a Relationship Manager at Saturday Wealth Management, you will be the primary point of contact for our clients. Your role includes developing and maintaining strong relationships with clients, ensuring their financial needs are met with the highest standards of service.
Key Responsibilities:
Client Onboarding:-
- Facilitate the onboarding of new clients, ensuring a smooth and efficient process.
- Prepare and maintain client documentation, ensuring compliance with industry regulations and company policies.
Client Relationship Management:-
- Serve as the primary contact for clients, addressing inquiries, resolving issues, and providing updates on their portfolios.
- Regularly meet with clients to review their financial goals, assess their investment strategies.
Qualifications:-
- Minimum of 1 year of experience in TeleCalling.
- Strong knowledge of investment products, financial markets, and wealth management strategies.
- Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
- Proven ability to manage multiple client relationships and prioritize tasks effectively.
- High level of integrity, professionalism, and commitment to client confidentiality.
- Proficiency in CRM systems, and Microsoft Office Suite.
Why Join Us:-
- Competitive salary and performance-based incentives.
- Comprehensive benefits package including paid time off.
- Opportunities for professional growth and development.
- A supportive and collaborative work environment that values innovation and excellence.
- The chance to make a meaningful impact by helping clients achieve their financial goals.
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