
Relationship Manager
2 days ago
Company Description
TriGen Wealth, a venture under Prime Securities Ltd, is committed to delivering innovative, client-focused financial solutions. Led by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends traditional values with modern thinking to redefine wealth services. With decades of experience in banking, securities, and wealth services, the firm emphasizes professionalism, transparency, and client-centricity. Our team leverages AI and automation to provide exceptional client service, adhering to stringent regulatory standards and promoting a collaborative work culture.
Role Description
This is a full-time, on-site role for a Relationship Manager located in Mumbai. The Relationship Manager will be responsible for managing and building client relationships, providing tailored financial advice, and ensuring client satisfaction. Daily tasks include portfolio management, conducting financial analysis, developing investment strategies, and collaborating with internal teams to deliver seamless client service. The role also involves staying updated with financial market trends and regulatory changes to offer informed recommendations.
Qualifications
- Proven experience in client relationship management and financial advisory
- Strong analytical skills with ability to conduct financial analysis and develop investment strategies
- Excellent communication and interpersonal skills
- Deep understanding of financial market trends and regulatory requirements
- Proficiency in using financial software and tools
- Bachelor's degree in Finance, Business Administration, Economics, or related field
- Relevant certifications (e.g., CFP, CFA) are advantageous
- Client-centric approach and a commitment to maintaining high ethical standards
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