Assitant Relationship Manager

Job Description

Company Description Wallet4Wealth, wholly owned by Wallet Finserve Pvt Ltd., brings happiness by providing unbiased, incidental advisory and wealth management for individuals and corporate clients. We strive to deliver prosperity to every client and stakeholder. Our dedicated team ensures comprehensive financial solutions tailored to meet each client's unique needs. Role Description This is a full-time on-site role for an Assistant Relationship Manager located in Lucknow. The Assistant Relationship Manager will be responsible for managing client relationships, assisting in financial planning, conducting market research, and providing support to senior relationship managers. Day-to-day tasks include client meetings, preparing financial reports, maintaining client records, and ensuring customer satisfaction through timely service and support. Qualifications Client Relationship Management and Customer Service skills Experience in Financial Planning and Advisory Market Research and Analysis skills Excellent written and verbal communication skills Proficiency in Microsoft Office and financial software tools Ability to work independently and as part of a team Attention to detail and strong organizational skills Bachelor's degree in any Stream Experience in the financial services industry is a plus Note Freshers can Apply Show more Show less