Relationship Manager

Company Description

Mutual Fund and other Financial Products Distributor

Based at Surat and Vadodara, the team of Financial Products Distributors serve clients across India and Overseas.

The company is committed to offering high-quality financial services and a broad range of products under its "Customer First" philosophy. SAFEinvest seeks to deliver excellent customer service and strives to become a globally respected organization in the financial sector. Registered as an AMFI Mutual Fund Distributor (ARN - 129800), SAFEinvest is dedicated to providing comprehensive solutions to meet the financial needs of its clients.

Role Description

This is a full-time, on-site Role for a Relationship Manager, based in Vadodara. The Relationship Manager will be responsible for building and maintaining client relationships, understanding their financial needs, and offering tailored financial solutions. Additional tasks include identifying new business opportunities, providing product and service recommendations, and ensuring client satisfaction by delivering exceptional customer service. The role also involves collaborating with the internal team to meet business objectives.

Qualifications

• Strong interpersonal and communication skills, with the ability to build lasting client relationships
• Knowledge of financial products, services, and investment market trends
• Problem-solving and decision-making skills to provide customized financial solutions
• Sales, negotiation, and customer retention skills
• Organizational and time management skills to handle multiple clients
• Minimum Bachelor’s degree in Finance, Business Administration, or a related field
• Experience in the financial products or services industry is highly preferred