Relationship Manager

Company Description

KRF Wealth Management Private Limited is a comprehensive financial solutions provider specializing in Wealth Management, Loan Services, and Investment Banking. Our client-centric approach ensures tailored financial solutions that align with your specific goals. Our team of experienced professionals brings deep industry expertise and market insights to help you grow, manage, and protect your wealth. Our services include customized investment strategies, a wide range of loan solutions, and strategic advisory services to support business expansion. At KRF Wealth Management Private Limited, we prioritize trust, transparency, and innovative solutions to secure your financial future.

Role Description

This is a full-time on-site role for a Relationship Manager, located in Vadodara. The Relationship Manager will be responsible for daily client interactions, providing expert financial advice, managing client portfolios, and ensuring client satisfaction. The role involves understanding client needs, offering tailored financial solutions, maintaining strong client relationships, and identifying new business opportunities. The Relationship Manager is also expected to coordinate with other financial professionals within the company to deliver comprehensive wealth management services.

Qualifications

• Exceptional communication and interpersonal skills for client interactions
• Strong understanding of financial products, wealth management, and investment strategies
• Proficiency in portfolio management and risk assessment
• Experience in handling loans, personal finance, and business finance
• Ability to work independently and collaboratively within a team
• Relevant experience in financial services or a similar field
• Bachelor's degree in Finance, Economics, Business Administration, or related field is preferred
• Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous