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Capital Square Insurance Brokers
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Relationship Manager

Relationship Manager

Capital Square Insurance Brokers

2 - 6 years

|

0 Lacs

kolhapur maharashtra

Posted:15 hours ago| Platform: Shine logo

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Skills Required

interpersonal skills sales client management financial products financial services business administration excellent communication financial data analysis bachelors degree in finance certified financial planner cfp attention to detail organizational skills

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description we suggest you enter details here Role Description This is a full-time on-site role as a Relationship Manager at Capital Square Insurance Brokers in Kolhapur. The Relationship Manager will be responsible for managing client portfolios, building strong customer relationships, and providing financial advice and solutions tailored to individual client needs. Qualifications Excellent communication and interpersonal skills Proven track record in sales or client management Strong understanding of financial products and services Ability to analyze and interpret financial data Bachelor's degree in Finance, Business Administration, or related field Certifications such as Certified Financial Planner (CFP) are a plus Attention to detail and organizational skills Ability to work in a fast-paced environment and meet tight deadlines,

More Jobs at Capital Square Insurance Brokers

Relationship Manager

kolhapur, maharashtra

Salary: Not disclosed

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Capital Square Insurance Brokers

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