Relationship Manager

Join a growing financial services organization and build your career with one of India's leading fintech and wealth management companies. the ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
✅ Requirements:
Experience in Wealth Management / Client Relationship / Investment Advisory
Strong communication and client handling skills
Knowledge of Mutual Funds, Equity, Insurance, and Financial Products preferred
Ability to acquire and manage HNI/UHNI clients

Qualifications

• 2-4 years of client relationship experience
• Ability to manage multiple clients querys
• Strong communication and interpersonal skills