Relationship Manager
2 days ago
Company Description
IBWC One Pvt Ltd brings over two and a half decades of experience, relying on advanced technology, security, and a client-centric and personalized approach. The company focuses on a continuous assessment of existing investments to meet future needs, all while maintaining a low-cost model. This dedication ensures comprehensive services tailored to fulfill clients' financial goals.
Role Description
This is a full-time, on-site role located in Jaipur for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their financial needs, and providing support. Day-to-day tasks include client portfolio overview, financial planning, regular assessments of investment strategies, and ensuring the highest level of client satisfaction through continuous support.
Qualifications
- Client Relationship Management, Financial Planning, and Investment Advisory skills
- Strong analytical abilities and proficiency in assessing financial strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team in an on-site environment
- Experience in the financial or investment sector is preferred
- Bachelor's degree in Finance, Business Administration, or a related field
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