Client Relationship Manager

Role Description

This is a full-time on-site role for a Client Relationship Manager located in Chennai (OMR-Karapakkam). The Client Relationship Manager will be responsible for maintaining and strengthening relationships with clients, understanding their financial goals, providing tailored financial advice, and assisting with investment and financial planning. Day-to-day tasks include client communication, portfolio management, financial analysis, and ensuring client satisfaction and retention.

Qualifications

• Strong client communication and relationship management skills
• Experience in financial planning, investment planning, and portfolio management
• Ability to analyze financial markets and provide tailored financial advice
• Knowledge of mutual funds, retirement planning, and insurance products
• Excellent problem-solving and decision-making skills
• Relevant certifications are a plus
• Proficiency with financial software and tools
• Bachelor's degree in Finance, Economics, Business, or related field