Relationship Manager

Jobbo.in

0 years

0 Lacs

Noida Uttar Pradesh India

Posted:4 months ago| Platform:

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Skills Required

finance portfolio strategies reports projections planning support communication

Work Mode

On-site

Job Type

Full Time

Job Description

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.

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