Relationship Manager

1 day ago

Coimbatore, Tamil Nadu, India Goodwill Wealth Management Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Company Description

Goodwill Wealth Management Pvt Ltd is recognized as a market leader in investment and trade. Renowned for our expertise in financial solutions, we are trusted by our clients for comprehensive investment advice and trading services. Our commitment to excellence has earned us a distinguished reputation, making us a preferred choice in the finance industry. Our mission is to provide top-notch wealth management solutions to help our clients achieve their financial goals.

Role Description

This is a full-time on-site role for a Relationship Manager, located in Coimbatore. The Relationship Manager will be responsible for managing client portfolios, providing investment advice, and ensuring customer satisfaction. Daily tasks include analyzing financial data, developing personalized investment plans, maintaining regular communication with clients, and staying updated with market trends. The role also involves coordinating with other departments to ensure seamless service delivery.

Qualifications

  • Strong understanding of financial products, investment strategies, and portfolio management skills
  • Excellent interpersonal and communication skills for client interaction and relationship building
  • Analytical skills and the ability to interpret financial data
  • Knowledge of market trends and latest developments in the finance industry
  • Experience in client management and customer service
  • Bachelor's degree in Finance, Business, Economics, or related field
  • Professional certifications such as CFA or CFP are a plus
  • Ability to work independently and collaboratively within a team

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