Relationship Manager
1 week ago
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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