Relationship Manager Wealth Management

P.S International HR Consultants

1 - 4 Years
2 Openings
1.0-3.3 Lac/Yr
Jaipur
Face-to-Face interview

Key Skills

Relationship Manager Sales Relationship Manager Sales Manager Marketing Manager Sales

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Job Description

Job Description – Relationship Manager

We are looking for a relationship manager with an experience of more than 1 year in Wealth Management and Personal Finance space. He/she would be responsible for maintaining client relationship with existing clients, source new clients and develop new market for the organization. The candidate should have finance background effective communication skills, strong interpersonal skills and should be able to take initiatives in exploring market. CFP certification or related degree would be an added advantage.

What you'll do

• Building and maintaining profitable relationships with existing clients

• Resolve customer complaints quickly and efficiently giving good customer satisfaction

• Identify opportunities to grow the customer base and build positive relationships with new clients.

• Expanding customer base with upselling and cross-selling financial products

What you'll need

• Knowledge of Financial Markets, Mutual Funds and Insurance

• Good command over written and spoken English

• Good client-facing and internal communication skills

• Quick Learner, enthusiastic and full of energy

• Knowledge about social media platforms like Facebook, Twitter, Instagram, LinkedIn will be a strong advantage

Things to be considered

• Fun and rewarding work environment

• Encourage people to come with ideas, suggestions and feedback that adds to the growth and efficiency of the company.

Our client is a leading financial intermediary based out of Jaipur, recognized all over India. They are ranked among the top most financial intermediaries across India with a team of over 20 people. Company has been twice awarded as Best Financial Advisor award for North India by CNBC TV18 and multiple times by Wealth Forum.

Experience
1 - 4 Years
No. of Openings
2
Education
Any Bachelor Degree
Role
Relationship Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office

About P.S International HR Consultants

P.S International HR Consultants is a growing name in the placement sector of Maharashtra, specialized in providing a range of solutions under one roof. . We are based in Navi Mumbai (Maharashtra, India) and we operate with a worldwide network of placement agents and consultants. We believe in the ethics of transparency, hard work and value-based services. We are involved in providing first-class placement services to the candidates looking for suitable job and corporates seeking the best skill-set.