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For Employers

Equity Dealer

Religare Broking Ltd

5 - 9 years

0 Lacs

andhra pradesh

Posted:1 day ago| Platform: Shine logo

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Skills Required

relationship management

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: As a Senior Relationship Manager, you will be responsible for managing and maintaining relationships with high-net-worth clients. You will play a key role in understanding the financial goals and needs of clients and providing personalized financial solutions to help them achieve their objectives. Key Responsibilities: - Develop and maintain strong relationships with high-net-worth clients - Understand clients" financial goals and provide tailored financial solutions - Monitor and review clients" investment portfolios regularly - Collaborate with internal teams to ensure seamless delivery of services - Stay updated on market trends and investment products - Provide excellent customer service and address any client queries or concerns promptly Qualifications Required: - Bachelor's degree in Finance, Business, or related field - Proven experience in relationship management or wealth management - Strong understanding of financial products and services - Excellent communication and interpersonal skills - Ability to work independently and in a team environment Please note that the above job description is for a Senior Relationship Manager position.,

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