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Relationship Manager - Wealth Management

Relationship Manager - Wealth Management

ViFin

4 - 8 years

0 Lacs

chennai tamil nadu

Posted:2 days ago| Platform: Shine logo

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Skills Required

client relationship data analysis sales communication interpersonal skills strategic recommendations

Work Mode

On-site

Job Type

Full Time

Job Description

As a Client Relationship Manager, you will be responsible for gaining a deep understanding of the clients" business objectives and challenges to create strategic recommendations. Your main focus will be on building strong relationships with clients and analyzing their data to provide valuable insights. You will serve as the primary point of contact for our clients. - Dialogue with clients to comprehend their business objectives and challenges - Analyze clients" data and offer strategic recommendations - Present value-proposition to sales leads and existing customers - Prospect for new sales leads and successfully close sales You should possess: - 4-6 years of client relationship experience - Ability to effectively manage multiple projects and clients - Strong communication and interpersonal skills,

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Relationship Manager - Wealth Management