Job Title: Relationship Manager
Location: Thane and Vashi Navi Mumbai
Job Summary
The Relationship Manager will be responsible for managing client relationships, understanding their financial needs, and offering suitable investment or portfolio solutions while driving revenue growth.
Key Responsibilities
- Manage and grow a portfolio of individual clients
- Build strong, long-term client relationships
- Understand client requirements and suggest appropriate solutions
- Support transactions, portfolio restructuring, and liquidation needs
- Track market trends and provide timely client updates
- Drive revenue through client engagement and retention
- Ensure compliance with internal and regulatory guidelines
Key Skills
- Strong communication and relationship management skills
- Understanding of financial markets and portfolio concepts
- Client-focused, analytical, and result-oriented approach
Skills: financial markets,investment,client requirements,portfolio management,equity,revenue,liquidation,client-focused,derivatives
