Relationship Manager Wealth Management

P.S International HR Consultants

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