Relationship Manager Pyxis Wealth Private Ltd

2.0 - 6.0 years

0 Lacs

pune, maharashtra

On-site

As a Relationship Manager at Pyxis Wealth Private Ltd in Pune, you will play a crucial role in establishing and nurturing strong relationships with our clients. Your primary responsibilities will include offering various investment opportunities, managing client portfolios, and ensuring their overall satisfaction. Your daily tasks will involve overseeing client accounts, performing financial evaluations, generating reports, and keeping abreast of market developments. Collaboration with internal teams to guarantee smooth service delivery and addressing client inquiries promptly will also be part of your role. To excel in this position, you should possess experience in Relationship Management, Client Management, and Customer Service. A solid understanding of financial concepts such as Financial Analysis, Investment Suitability, and Wealth Management is essential. Effective communication skills, both verbal and written, along with strong interpersonal abilities are crucial. You should also demonstrate analytical thinking, problem-solving skills, and meticulous attention to detail. A Bachelor's degree in Finance, Business Administration, or a related field is required, while holding relevant certifications from NISM would be advantageous.,

Posted 2 days ago

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