Client Relationship Manager

14 hours ago


Chennai, Tamil Nadu, India Fortune Investment Services Pvt Ltd Full time US$ 60,000 - US$ 1,20,000 per year

Role Description

This is a full-time on-site role for a Client Relationship Manager located in Chennai (OMR-Karapakkam). The Client Relationship Manager will be responsible for maintaining and strengthening relationships with clients, understanding their financial goals, providing tailored financial advice, and assisting with investment and financial planning. Day-to-day tasks include client communication, portfolio management, financial analysis, and ensuring client satisfaction and retention.

Qualifications

  • Strong client communication and relationship management skills
  • Experience in financial planning, investment planning, and portfolio management
  • Ability to analyze financial markets and provide tailored financial advice
  • Knowledge of mutual funds, retirement planning, and insurance products
  • Excellent problem-solving and decision-making skills
  • Relevant certifications are a plus
  • Proficiency with financial software and tools
  • Bachelor's degree in Finance, Economics, Business, or related field


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