Relationship Manager

Company Description

KRF Wealth Management Private Limited is a comprehensive financial solutions provider specializing in Wealth Management, Loan Services, and Investment Banking. Committed to client success, KRF Wealth Management offers tailored financial solutions through strategic planning, expert guidance, and innovative strategies. Our experienced team provides customized investment strategies, portfolio management, and risk assessment to help individuals and businesses grow, manage, and protect their wealth. We prioritize integrity, trust, and a client-first approach in every financial decision.

Role Description

This is a full-time on-site role for a Relationship Manager located in Vadodara. The Relationship Manager will be responsible for maintaining and developing client relationships, providing expert financial advice, and offering personalized wealth management solutions. Daily tasks include client consultations, portfolio assessments, and addressing client queries and concerns. The Relationship Manager will also collaborate with internal teams to ensure client satisfaction and identify new business opportunities.

Qualifications

• Experience in Wealth Management, Loan Services, and Investment Banking
• Strong relationship-building and client management skills
• Excellent communication and interpersonal skills
• Analytical and problem-solving abilities
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Business Administration, or related field
• Prior experience in the financial services industry is a plus
• Professional Certifications (e.g., CFP, CFA) are advantageous