Client Relationship Manager

In this role as a Client Relationship Manager within the Wealth Management department of our financial services firm in Jaipur, you will be instrumental in strengthening existing investment client relationships and garnering referrals. Your responsibilities will include understanding clients" financial objectives, analyzing the financial landscape, recommending suitable products and services, and overseeing the implementation of these recommendations. Your expertise will guide clients through their wealth management journey, aiding them in achieving their financial goals. **Key Responsibilities:** - Cultivate and nurture strong relationships with current clients through consistent communication and personalized service to generate referrals and establish new connections. - Evaluate the micro and macro financial environment to pinpoint opportunities and potential risks affecting clients" portfolios. - Collaborate with internal investment teams to devise tailored investment strategies based on clients" requirements and prevailing market conditions. - Offer recommendations on various wealth management products like mutual funds, P2P investments, Debt products, etc. - Provide exceptional client experiences by promptly addressing inquiries, concerns, and requests. - Regularly monitor and review clients" portfolios, making necessary adjustments to align with their evolving financial objectives. - Stay abreast of industry trends, financial regulations, and market developments that could impact clients" wealth management strategies. - Engage with cross-functional teams to deliver comprehensive financial solutions and ensure seamless service provision. - Actively engage in business development activities, including identifying opportunities for upselling and cross-selling among clients, conducting group presentations, and facilitating new group business closures. **Qualifications Required:** - Total work experience: 1 year (Preferred) This full-time position offers a salary range of 30-40K and is based in Shyam Nagar, Jaipur. Your work location will be in person.,