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Relationship Manager

7 - 10 years

0 Lacs

Chandigarh, Chandigarh, India

Posted:2 weeks ago| Platform: Linkedin logo

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Skills Required

management data analyze communication

Work Mode

On-site

Job Type

Full Time

Job Description

The ideal candidate will be responsible for gaining a deep understanding of the clients' Wealth Management objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their Wealth Management objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 7-10years' of client relationship experience Ability to manage multiple clients Strong communication and interpersonal skills AUM book Show more Show less

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