Relationship Manager

0 years

0 Lacs

Posted:1 month ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

IBWC One Pvt Ltd combines over two decades of experience with advanced technology, security, and a client-centric personalized approach. We continuously assess existing investments to fulfill future needs, all while maintaining a low-cost model.


Role Description

This is a full-time on-site role for a Relationship Manager located in Jaipur. The Relationship Manager will be responsible for building and maintaining strong client relationships, understanding client needs, and providing tailored investment. Day-to-day tasks include meeting with clients, assessing their financial needs, developing personalized investment strategies, and continuously monitoring their investment portfolios.


Qualifications

  • Experience in Relationship Management and Client Servicing
  • Strong Financial and Investment knowledge
  • Excellent Communication and Interpersonal Skills
  • Ability to analyze and assess investment portfolios
  • Proficiency in using financial software and tools
  • Bachelor's degree in Finance, Business Administration, or related field
  • Experience in a similar role within the financial industry is a plus
  • Certification in Financial Planning or similar is beneficial

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