Relationship Manager

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.