Relationship Manager

If you have a passion for personal finance, enjoy interacting with people, and want to guide customers on their financial journey, then this could be the opportunity for you!

Position:

Location - Noida / Gurgaon

Core Responsibilities:

• Regularly engage with clients and conduct portfolio reviews.
• Understand clients' financial goals and align their investment strategies accordingly.
• Monitor market trends and ensure plans are updated and effective.
• Prepare and interpret reports such as investment performance, income projections, etc.
• Explain financial planning concepts and assist in the creation and implementation of plans.
• Have a deep understanding of products like mutual funds, bonds, PMS, corporate FDs, etc.
• Provide ongoing support to clients through various market cycles.
• Ensure client satisfaction and grow relationships through trust and performance.
• Acquire new clients through referrals and lead generation.
• Collaborate internally to ensure client feedback drives continuous improvement.

Desired Skill Set:

• Strong knowledge of financial markets and products.

• Empathetic, solution-oriented with

  excellent communication skills.

• High professional standards and strong value system.
• Willingness to travel and adapt to a dynamic, startup environment.