Job
Description
Skills: Customer service management, Communication skills, Customer Service, New Client Acquisitions, relationship manager, Wealth Management Services, Company Overview Rockstud Capital, a trailblazer in the Venture Capital and Private Equity Principals industry, offers expert fund advisory and management across SEBI registered schemes. We excel in nurturing early-stage startups, with a strong focus on environmental and social impacts alongside our robust listed equities investment strategies. Operating from Lower Parel, Mumbai, we are a team dedicated to maintaining transparency, customer-centric approaches, and exceptional performance in all our ventures. For more information, visit our website. Job Overview We are seeking a dynamic Client Relationship Manager to join our mid-level team in Mumbai. This full-time role demands proficiency in cultivating and managing client relationships, supporting wealth management services, and enhancing client satisfaction. The ideal candidate will excel in new client acquisitions and act as a pivotal liaison to ensure seamless interactions with clients, delivering exceptional service aligning with our core values. Note: This role is meant for candidates with prior experience in the financial sector only. Qualifications And Skills Proven experience in new client acquisitions (Mandatory skill), demonstrating the ability to strategically identify and target potential clients efficiently. Proficiency in relationship management (Mandatory skill), focusing on maintaining and developing long-lasting relationships with clients at various levels. Demonstrated expertise in wealth management services (Mandatory skill), ensuring clients assets are managed effectively to meet their long-term objectives. Solid background in customer service management, with a track record of resolving issues promptly and maintaining high levels of client satisfaction. Excellent communication skills, enabling the conveyance of complex information clearly and building trust with clients. Aptitude for customer service, showcasing a friendly and professional demeanor to support client needs proactively. Exceptional problem-solving skills, resourcefulness, and the ability to work under pressure while ensuring client-specific goals are met. Strong organizational skills with a focus on attention to detail, enabling efficient management of multiple client relationships simultaneously. Roles And Responsibilities Develop and execute strategies for acquiring new clients and expanding the companys client base. Build and maintain strong relationships with existing clients, ensuring high client retention and satisfaction. Act as the primary point of contact for clients, handling inquiries and resolving issues efficiently and effectively. Collaborate with internal teams to tailor financial services based on the unique needs and goals of each client. Provide insights and advice to clients on investment opportunities and wealth management tools, aligning with their financial objectives. Conduct regular performance reviews with clients, presenting reports and feedback to optimize their financial strategies. Stay informed on industry trends, market activities, and regulatory changes to provide up-to-date information and advice. Contribute to the companys strategic planning by providing client feedback and identifying areas of improvement in service offerings. Show more Show less
