Relationship Manager

Company Description

R Patel Wealth, founded in 1990, is a prominent Mutual Fund Distribution Firm with a longstanding reputation in its field. The company is dedicated to promoting a culture of savings and fostering wealth through consistent, long-term investment strategies. Focused on simplifying the investment process, R Patel Wealth ensures that financial planning is accessible, easy to understand, and actionable for clients. The firm is supported by a team of experienced professionals who provide impartial, customized financial guidance and a reliable client service team ensuring seamless customer experiences and timely support.

Role Description

This is a full-time on-site role for a Relationship Manager, based in Patna. The Relationship Manager will be responsible for building and nurturing client relationships, understanding individual financial goals, and providing tailored investment solutions. Daily responsibilities include engaging with clients, analyzing financial products, coordinating with the client service team, and ensuring the delivery of accurate and timely information. This role will require strong interpersonal skills to foster loyalty, trust, and confidence among clients while contributing to the firm's growth.

Qualifications

• Proficiency in relationship management, communication, and client engagement skills
• Strong ability to analyze financial products, assess investment strategies, and provide tailored advice
• Knowledge in mutual funds, financial markets, or wealth management is advantageous
• Organized and detail-oriented with the ability to manage multiple priorities effectively
• Proficiency in basic computer applications and financial tools
• Excellent problem-solving and decision-making capabilities
• Prior experience in financial advising or relationship management is a plus
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field