Assistant Relationship Manager

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining SIR Financial Services, a company that specializes in providing comprehensive financial services focusing on Wealth Creation, Protection, and Preservation. Your role as an Assistant Relationship Manager will involve managing client relationships, offering financial advice, identifying client needs, and providing tailored solutions to meet those needs. Located in Hubli, this full-time on-site position will require you to assist senior relationship managers, help in the preparation of financial plans, and ensure client satisfaction through regular follow-ups and effective communication. To excel in this role, you must possess NISM 5A CERTIFICATION. Experience in digital marketing and the Mutual Fund Industry will be advantageous. Strong Client Relationship Management, Customer Service, mail communication, Communication, Interpersonal, Problem-Solving, and Critical Thinking skills are essential. Previous experience in the financial services industry will be beneficial. A Bachelor's degree in Finance, Business, Economics, or a related field is preferred.,

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