Relationship Officer

Company Description

IBWC One Pvt Ltd boasts over two and a half decades of experience, leveraging advanced technology, security, and a client-centric approach. The company focuses on continuous assessment of existing investments to meet future needs, all while implementing a low-cost model. This combination ensures personalized service and sustained client satisfaction.

Role Description

This is a full-time on-site role located in Jaipur for a Relationship Manager. The Relationship Manager will be responsible for building and maintaining relationships with clients, understanding their financial needs, and providing tailored investment solutions. Daily tasks include client consultations and continuous client engagement to ensure satisfaction and retention.

Qualifications

• Excellent communication and interpersonal skills, including the ability to build and maintain client relationships
• Proven experience in portfolio management and providing investment solutions
• Strong problem-solving and analytical skills
• Understanding of financial markets, investment strategies, and financial products
• Ability to work independently and as part of a team
• Bachelor's degree in Finance, Business Administration, or a related field
• Experience in the financial services industry is a plus
• Proficiency in financial software and tools