Relationship Manager-HL-Bangalore-DCB

3 - 7 years

0 Lacs

Posted:1 month ago| Platform: Shine logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for: - Building and maintaining relationships with high-net-worth individuals and families. - Providing financial advice and solutions, including investment management, wealth planning, and lending products. - Understanding client needs and goals to develop customized financial plans. - Conducting regular client reviews to assess progress and adjust strategies. - Acquiring new clients through networking, referrals, and proactive outreach. - Staying informed about market trends, economic conditions, and regulatory changes. - Collaborating with internal teams to deliver comprehensive financial services. - Ensuring compliance with all relevant regulations and company policies. Qualifications required: - Strong understanding of financial planning and wealth management. - Excellent communication and interpersonal skills. - Proven track record in building and maintaining client relationships. - Ability to stay updated on market trends and regulatory changes. - Relevant certifications or licenses in financial services. No additional details about the company are mentioned in the job description.,

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You