Relationship Manager

4 days ago

Hyderabad, Telangana, India Goodwill Wealth Management Pvt Ltd Full time

Company Description

Goodwill Wealth Management Pvt Ltd is a renowned market leader in investment and trading services. Known for excellence and expertise, Goodwill has established itself as a trusted name for addressing diverse investment needs. The company is dedicated to providing innovative financial solutions to help clients achieve their financial goals and build wealth effectively. With a reputation for reliability and success, Goodwill is a preferred partner in the financial domain.

Role Description

This is a full-time on-site role for a Relationship Manager based in Hyderabad. The Relationship Manager will focus on managing and expanding client relationships by identifying their financial needs, providing tailored investment advice, and offering effective portfolio management solutions. Additional responsibilities include maintaining client satisfaction, preparing financial reports, and collaborating with internal teams to meet organizational objectives.

Qualifications

  • Strong communication, relationship-building, and interpersonal skills to engage effectively with clients.
  • Solid understanding of investments, trading, and financial services, with the ability to provide sound advice tailored to client needs.
  • Analytical and problem-solving skills for portfolio management and financial planning.
  • Proficiency in organizational and time management skills to handle multiple client portfolios efficiently.
  • Bachelor's degree in Finance, Business Administration, Economics, or a related discipline.
  • Prior experience in financial services, client relationship management, or a similar domain is preferred.
  • Knowledge of market trends, investment products, and financial regulations is an advantage.

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