The Headway is a comprehensive solution provider for all investment and financial needs, with a presence in Delhi/NCR and Shivpuri (MP). Established in 2011 (formerly known as Key Portfolio Solution Private Limited), it was founded by seasoned finance professionals with a combined experience of over 50 years.

Role Description

This is a full-time on-site role for a Relationship Manager, located in New Delhi. The Relationship Manager will be responsible for maintaining and developing client relationships, providing financial advice, and handling client queries. Daily tasks will include creating customized financial plans, coordinating with the sales team, and ensuring customer satisfaction through consistent and high-quality service.

Qualifications

Strong client relationship management and communication skills
Experience in financial planning, investment advisory, and wealth management
Analytical skills and proficiency in using financial software and tools
Sales and marketing skills with a client-centric approach
Relevant degree in Finance, Business Administration, or a related field
Ability to work independently and as part of a team in a fast-paced environment
Experience in the finance industry is a plus

More Jobs at The Headway

Relationship Manager

new delhi, delhi, india

50.0 - 50.0 yrs

Salary: Not disclosed

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Relationship Manager