Posted:1 day ago| Platform: Linkedin logo

Apply

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description

RS Wealth Management Pvt. Ltd. is a comprehensive financial services provider offering a wide range of investment options, services, and products. Established in 2013, the company is a member of NSE, BSE, and MCX, providing advanced platforms for trading in equity, derivatives, commodities, and currency markets. RS Wealth Management serves a diverse clientele, including corporations, institutions, HNIs, NRIs, and trusts, with a strong emphasis on research and dedicated support. With a knowledgeable team of financial experts and specialists, the company focuses on delivering prompt and tailored financial solutions. Based in New Delhi, the company prides itself on being a trusted, innovative, and client-focused organization.


Role Description

This is a full-time, on-site position based in New Delhi for a Relationship Manager. The role involves maintaining strong relationships with clients, understanding their financial goals, and providing personalized investment solutions. Responsibilities include managing client portfolios, offering financial advice, cross-selling financial products, and ensuring client satisfaction. The Relationship Manager will work closely with the financial research team to deliver insights and identify opportunities for clients’ financial growth.


Qualifications

  • Experience in client acquisition role.
  • Strong sales & marketing knowledge.
  • Strong interpersonal and relationship management skills, with a client-focused approach.
  • Knowledge of trading in Equity, Derivatives, Commodities, and Currency markets, as well as portfolio management expertise.
  • Proficiency in financial analysis and understanding of Mutual Funds, Insurance, and other investment products.
  • Excellent communication, problem-solving, and negotiation skills, with the ability to handle diverse clients.
  • Bachelor's degree in Finance, Business Administration, or a related field. Certifications like CFA, MBA, or similar qualifications will be advantageous.
  • Experience in the financial services industry and familiarity with regulatory requirements is highly desirable.
  • Strong organizational skills and a proactive approach to staying updated on market trends.

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

RecommendedJobs for You

kolhapur, malkapur, ajra, pune, mumbai (all areas)

ludhiana, chandigarh, lucknow