Relationship Manager

Job Description: As a Relationship Manager at our company based in Ludhiana, you will play a crucial role in managing day-to-day client interactions. Your responsibilities will include providing financial advice, handling client portfolios, ensuring customer satisfaction, and strategizing to meet client financial goals. You will be expected to maintain client records, conduct regular client meetings, and contribute to client acquisition efforts. Key Responsibilities: - Manage day-to-day client interactions - Provide financial advice - Handle client portfolios - Ensure customer satisfaction - Strategize to meet client financial goals - Maintain client records - Conduct regular client meetings - Contribute to client acquisition efforts Qualifications: - Strong interpersonal and client relationship management skills - Financial advisory and portfolio management skills - Client acquisition and sales strategy skills - Excellent communication and presentation skills - Proficiency in financial software and tools - Bachelor's degree in Finance, Business Administration, or related field - Previous experience in wealth management or financial services is a plus Job Description: As a Relationship Manager at our company based in Ludhiana, you will play a crucial role in managing day-to-day client interactions. Your responsibilities will include providing financial advice, handling client portfolios, ensuring customer satisfaction, and strategizing to meet client financial goals. You will be expected to maintain client records, conduct regular client meetings, and contribute to client acquisition efforts. Key Responsibilities: - Manage day-to-day client interactions - Provide financial advice - Handle client portfolios - Ensure customer satisfaction - Strategize to meet client financial goals - Maintain client records - Conduct regular client meetings - Contribute to client acquisition efforts Qualifications: - Strong interpersonal and client relationship management skills - Financial advisory and portfolio management skills - Client acquisition and sales strategy skills - Excellent communication and presentation skills - Proficiency in financial software and tools - Bachelor's degree in Finance, Business Administration, or related field - Previous experience in wealth management or financial services is a plus