Relationship Manager

Company Description

Manavi Wealth is a well-established financial products distribution firm in AP & Telangana. We offer a range of services including Mutual Funds, SIP, Term Insurance, Health Insurance, Personal Accident Insurance, Alternative Investments, and Sovereign Gold Bonds. As an AMFI registered MFD with ARN-106294, our mission is to provide comprehensive, competent, customized, and classy solutions in wealth creation and management. Our goal is to offer unbiased professional suggestions that add value to our clients' quality of life and result in actionable solutions.

Role Description

This is a full-time on-site role for a Relationship Manager located in Hyderabad & Vijayawada. The Relationship Manager will be responsible for managing client relationships, Distributing financial products, and providing investment solutions. Daily tasks will include understanding client needs, recommending appropriate financial products, and ensuring customer satisfaction. The role also involves regular follow-ups with clients, offering tailored financial strategies, and maintaining updated knowledge of market trends and products.

Qualifications

• Skills in Client Relationship Management, Customer Service, and Interpersonal Communication
• Financial Planning, Wealth Management, and Investment Advisory skills
• Knowledge of Mutual Funds, Insurance products, and Alternative Investments
• Sales and Marketing skills related to financial products
• Excellent written and verbal communication skills
• Self-motivated with an ability to work independently and on-site
• Experience in financial services or relevant industry is preferred
• Bachelor's degree in Finance, Business Administration, or a related field