Relationship Manager

Kongruent Wealth Management Services Llp

1 - 3 years

0 Lacs

mumbai suburban

Posted:Just now| Platform:

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Skills Required

client acquisition & relationship building client handling business acquisition client advisory & query resolution market awareness & innovation portfolio review & management business development

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities-

Client Acquisition & Relationship Building

Develop new client relationships through referrals and other channels.
Maintain and strengthen existing relationships to ensure client satisfaction and loyalty.

Client Advisory & Query Resolution

Address client queries promptly and effectively.
Assist clients in allocating funds based on their financial goals and risk appetite.

Portfolio Review & Management

Conduct regular reviews of clients investment portfolios.
Suggest adjustments to align with changing market conditions and client objectives.

Market Awareness & Innovation

Stay updated on economic trends and financial markets.
Propose innovative ideas for product and service improvements.

Internal Collaboration

Participate in internal research briefings to understand niche investment products.
Contribute to discussio -s on enhancing service levels and client experience.-

Preferred candidate profile

Technical Expertise:
Strong understanding of mutual funds and investment products.
Passion for Finance:
Keen interest in personal finance and wealth management.
Experience:
Prior experience in similar roles with distribution firms, banks, fund houses, or wealth managers is preferred.
Interpersonal Skills:
Passionate about meeting people and building relationships.

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