Relationship Manager (Female)

SP WEALTH ASSOCIATES

Key Responsibilities:

Build and maintain strong relationships with high-net-worth (HNI) and retail clients.

Understand clients financial goals and provide tailored investment solutions.

Recommend and sell financial products like mutual funds, PMS, insurance, and other wealth management services.

Conduct regular portfolio reviews and suggest rebalancing strategies.

Handle client queries, provide financial guidance, and ensure a seamless service experience.

Required Skills & Qualifications:

Bachelors/Masters degree in Finance, Business, or related field.

Strong understanding of investment products, financial markets, and wealth management.

Excellent communication, interpersonal, and client relationship management skills.

Sales-driven mindset with a focus on customer satisfaction.

Prior experience in financial advisory, banking, or wealth management is preferred.

Work Environment & Benefits:

Fixed salary with attractive performance-based incentives. At par with Industry standard

Training and professional development opportunities.

Opportunity to work with a well-established financial services team.

Career growth in the wealth management domain.

• Experience

  1 - 4 Years

• No. of Openings

  5

• Education

  Post Graduate Diploma, Integrated PG

• Role

  Relationship Manager

• Industry Type

  Accounting / Finance

• Gender

  Female

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  104, Amfotech Park, Opp. Old Passport Office, Next to MIDC Office, Road No. 8, Wagle Estate.