Junior Relationship Manager

Key Responsibilities:

· Manage and maintain strong relationships with family office clients, ensuring personalized attention and service.

· Act as the primary point of contact for clients, addressing their investment and service-related needs.

· Conduct regular meetings with clients to review portfolio performance and provide updates.

· Coordinate with internal teams – operations, compliance, and client support – to ensure smooth execution of transactions and client requests.

· Ensure a high level of client satisfaction through timely and professional communication.

· Prepare and present portfolio performance and investment reports.

· Stay informed about market developments, investment products, and regulatory updates to support client interactions effectively.

Key Requirements:

· Education: Graduate (minimum requirement)

· Experience: Minimum 3 years of relevant experience in financial services, preferably in mutual funds, PMS, or banking.

· Candidates with backgrounds in luxury car, watch, or travel sales who have strong client relationship skills are also encouraged to apply.

· Languages: Proficiency in English (both written and verbal).

Job Type: Full-time

Pay: ₹30,000.00 - ₹45,000.00 per month

Benefits:

• Health insurance

Work Location: In person