Relationship Manager

We are looking for a highly skilled and experienced Relationship Manager to join our team. The ideal candidate will have 9-25 years of experience in sales, preferably in the financial services industry.

• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions.
• Identify new business opportunities and generate leads through networking, referrals, and market research.
• Conduct product demonstrations and presentations to showcase investment products and services.
• Collaborate with internal teams to ensure seamless delivery of services and high-quality customer service.
• Analyze market trends and competitor activity to stay ahead in the industry.
• Provide exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.

• Proven track record of success in sales, preferably in the financial services industry.
• Strong understanding of investment products, including mutual funds, bonds, and stocks.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work in a fast-paced environment and meet sales targets consistently.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.