Relationship Manager

1 week ago


Vesu Village Surat Gujarat, India AASTHA FIN CORP PVT LTD Full time ₹ 3,00,000 - ₹ 7,00,000 per year

JOB RESPONSIBILITIES

  • Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
  • Schedule and conduct regular client meetings to review their financial plans, investment portfolios
  • Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
  • Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
  • Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills

  • Bachelor's degree is required
  • Minimum 2-5 years of experience in finance field
  • Ability to analyze clients' financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
  • Strong verbal and written communication skills
  • Passion for helping clients achieve their financial goals

Job Types: Full-time, Permanent

Pay: ₹300, ₹700,000.00 per year

Benefits:

  • Cell phone reimbursement
  • Leave encashment

Ability to commute/relocate:

  • Vesu Village, Surat, Gujarat: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

  • Are you graduated?
  • Do you have personal vehicle?
  • Can you speak Gujarati fluently?

Willingness to travel:

  • 100% (Required)

Work Location: In person



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