Goodwill Wealth Management Pvt Ltd is a market leader in investments and trade. Recognized for our expertise and excellence, we are dedicated to providing top-tier financial solutions to our clients. Our name is synonymous with trust and reliability in the investment sector, ensuring that our clients receive the best advice and services. With a strong presence in the industry, we continually strive to meet and exceed client expectations.

Role Description

This is a full-time on-site role for a Relationship Manager, located in Chennai. The Relationship Manager will be responsible for managing client relationships, understanding client financial needs, and providing appropriate investment solutions. Day-to-day tasks include developing and maintaining client portfolios, conducting financial analyses, monitoring market trends, and ensuring client satisfaction. The role also involves coordinating with internal teams to deliver seamless service and maintaining up-to-date client records.

Qualifications

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Client Relationship Management and Customer Service skills
Understanding of Financial Markets and Investment Strategies
Analytical and Problem-Solving skills
Excellent Communication and Interpersonal skills
Proficiency in Financial Analysis and Portfolio Management
Bachelor's degree in Finance, Economics, Business Administration, or related field
Certification in Financial Planning or relevant qualifications is a plus
Proven experience in a similar role within the financial services industry
Ability to work effectively in a fast-paced, client-focused environment

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Relationship Manager