Relationship Manager - Wealth Management

4 - 8 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a candidate for this role, you will be responsible for gaining a deep understanding of the clients" business objectives and challenges in order to create strategic recommendations. This will involve building strong relationships with clients and analyzing their data to act as the main point of contact for them. - Dialogue with clients to comprehend their business objectives and challenges - Analyze clients" data and offer strategic recommendations - Present value-proposition to sales leads and current customers - Prospect for new sales leads and successfully close sales In order to excel in this role, you should possess the following qualifications: - 4-6 years of client relationship experience - Capability to manage multiple projects and clients effectively - Strong communication and interpersonal skills Please note that additional details about the company were not provided in the job description.,

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