Client Relationship Manager

3 days ago

Jaipur, Rajasthan, India Growthaholics Full time ₹ 3,84,000 per year

URGENTLY REQUIRED CLIENT RELATIONSHIP MANAGER FOR FINANCIAL SERVICES FIRM IN JAIPUR

Role Overview:

As a Client Relationship Manager in our Wealth Management department, you will play a pivotal role in deepening existing investment client relationships and generating referrals by understanding their financial objectives, analyzing the micro and macro financial landscape, and recommending suitable products and services and closing the execution of the recommendations. Your expertise and guidance will help clients navigate their wealth management journey and achieve their financial aspirations.

Responsibilities:

  • Build and maintain strong relationships with existing clients through regular communication and personalized service which helps generate referrals resulting in new relationships.

  • Analyze the micro and macro financial landscape to identify opportunities and potential risks that may impact clients' portfolios.

  • Collaborate with internal investment teams to develop customized investment strategies based on clients' needs and market conditions.

  • Provide recommendations on various wealth management products such as mutual funds, P2P investments, Debt products etc.

  • Deliver exceptional client experiences by promptly addressing inquiries, concerns, and requests.

  • Monitor and review clients' portfolios regularly, making adjustments as necessary to ensure alignment with their evolving financial goals.

  • Stay up-to-date with industry trends, financial regulations, and market developments that may impact clients' wealth management strategies.

  • Collaborate with cross-functional teams to provide comprehensive financial solutions and ensure seamless service delivery.

  • Actively participate in business development efforts, including identifying upsell and cross-sell opportunities among clients, making presentations to groups and/or handling new group business closures.

SALARY- 30-40K

LOCATION- SHYAM NAGAR, JAIPUR

Job Type: Full-time

Pay: ₹30, ₹40,000.00 per month

Experience:

  • total work: 1 year (Preferred)

Work Location: In person

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