Client Relationship Manager

Company Description

Complete Circle Capital Pvt. Ltd., founded in October 2015, is a boutique financial and wealth management firm. The core management team brings over 50 years of combined experience from organizations like Citibank, Reliance Asset Management, and HDFC Private Banking. We manage financial assets valued at ₹1560 Crores for 980 individuals and corporate houses. Our services include enhanced and customized wealth management solutions, real estate, succession and tax planning, legal consultation, philanthropy, and angel investing.

Role Description

This is a full-time on-site role for a Client Relationship Manager based in Chandigarh. The Client Relationship Manager will be responsible for managing client portfolios, providing financial and investment advice, developing and maintaining client relationships, and ensuring client satisfaction. Daily tasks include conducting financial reviews, creating personalized investment plans, and staying updated on financial market trends.

Qualifications

• Experience in Financial Planning, Investment Advisory, and Wealth Management
• Strong relationship management and client servicing skills
• Knowledge in Asset Management, Retail & Private Banking
• Excellent communication and interpersonal skills
• Ability to conduct thorough financial reviews and develop personalized investment plans
• Bachelor's degree in Finance, Business Administration, or a related field
• Relevant certifications such as CFP, CFA, or equivalent are a plus
• Experience in the financial services industry with a focus on client relationship management