Senior Relationship Manager

Company Description

Choice is a leading financial service provider specializing in Stock Market, Mutual Funds, Insurance, and Loans. As part of the Choice Group, a diversified conglomerate with a presence in the Finance, Hospitality, and Technology sectors, Choice has served over 4 lakh clients in 88 countries and works with 13 state governments. With proprietary solutions like Jiffy, expert research panels, and comprehensive portfolio management services, Choice Broking delivers "One Roof" investment services. The company is a member of BSE, NSE, MCX, MSEI, and NCDEX and a depository participant with CDSL and NSDL. For over two decades, Choice has been committed to "Nurturing Financial Excellence."

Role Description

This is a full-time on-site Senior Relationship Manager role based in Kolkata. The Senior Relationship Manager will oversee the management and enhancement of client relationships and drive customer satisfaction and retention. Day-to-day tasks include building lasting client relationships, understanding financial goals, cross-selling financial products, resolving client inquiries, managing portfolios, and ensuring timely reporting and updates. The role also involves collaborating with internal teams to meet client-specific needs, ensuring compliance with company policies, and identifying growth opportunities in financial services.

Qualifications

• Relationship Management and Communication skills, with the ability to foster and maintain strong client relationships.
• Expertise in Financial Services, including investment products such as mutual funds, stock markets, portfolio management, and insurance.
• Problem-solving and Organizational skills, with excellent attention to detail and the ability to multitask effectively.
• Proficiency in Analytical tools and technology, including CRM software and financial reporting tools.
• Strong understanding of financial regulations and compliance standards.
• Bachelor's degree in Finance, Business Administration, or related field (MBA preferred).
• 1-2 years of experience in relationship management or wealth management roles is must.