Relationship Manager

Company Description

MoneyCount, founded in 2007, is dedicated to delivering independent and unbiased financial solutions to help clients grow and protect their wealth. Under the leadership of Davinder Sethi, a Certified Financial Planner (CFP) and Certified Trust and Estate Professional (CTEP), our team brings over 50 years of combined industry experience. We offer services including Mutual Funds, Equity PMS, Insurance, Bonds, and Direct Equity, tailored to individual and institutional needs. Serving over 2,000 clients globally and managing assets exceeding ₹250 crore, we emphasize transparency, personalized advice, and leveraging cutting-edge technology. Our foundation is built on trust, integrity, and reliability, fostering long-term relationships to navigate the complex financial landscape.

Role Description

This is a full-time, on-site role for a Relationship Manager based in Jaipur. The Relationship Manager will be responsible for managing client relationships, providing financial advice, understanding clients’ financial goals, and offering tailored financial solutions. Daily tasks include regular communication with clients, conducting financial assessments, and developing comprehensive financial plans. Additionally, the Relationship Manager will maintain up-to-date knowledge on financial products and market trends to ensure the highest quality service.

Qualifications

• Strong client relationship management, understanding client requirements, and providing tailored financial advice
• Knowledge of financial products and services, including Mutual Funds, Equity PMS, Insurance, Bonds, and Direct Equity
• Excellent communication, negotiation, and interpersonal skills
• Proficiency in financial assessment and developing comprehensive financial plans
• Ability to stay updated with market trends and financial regulations
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Relevant certifications such as CFP, CTEP are advantageous
• Experience in the financial services industry is beneficial