Relationship Manager
2 days ago
Company Description
Rational Investment is a leading financial services firm established in 2014, offering wealth management and mutual fund distribution services. Based in Ahmedabad, Gujarat, we are recognized by the Association of Mutual Funds of India (AMFI) and serve over 150 families across major cities in India. Our expertise spans insurance, stock markets, and mutual fund investments, helping clients meet their financial goals through effective investment plans and asset allocation strategies.
Role Description
This is a full-time, on-site role for a Relationship Manager located in Ahmedabad. The Relationship Manager will be responsible for managing client relationships, providing financial advisory services, suggesting investment options, and conducting regular portfolio reviews. Additionally, the role will involve identifying potential clients, preparing financial plans, and ensuring client satisfaction through regular follow-ups and customized financial solutions.
Qualifications
- Strong understanding of wealth management and financial advisory services
- Knowledge of mutual funds, insurance, and stock markets
- Excellent client relationship management and communication skills
- Ability to analyze financial data and prepare comprehensive financial plans
- Proficiency with financial software and tools
- Relevant qualifications such as a Bachelor's degree in Finance, Accounting, or related field
- Certifications such as AMFI certification or equivalent are a plus
- Experience in a similar role within the financial services industry
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