You will be joining SIR Financial Services, a company that specializes in providing comprehensive financial services focusing on Wealth Creation, Protection, and Preservation. Your role as an Assistant Relationship Manager will involve managing client relationships, offering financial advice, identifying client needs, and providing tailored solutions to meet those needs. Located in Hubli, this full-time on-site position will require you to assist senior relationship managers, help in the preparation of financial plans, and ensure client satisfaction through regular follow-ups and effective communication. To excel in this role, you must possess NISM 5A CERTIFICATION. Experience in digital marketing and the Mutual Fund Industry will be advantageous. Strong Client Relationship Management, Customer Service, mail communication, Communication, Interpersonal, Problem-Solving, and Critical Thinking skills are essential. Previous experience in the financial services industry will be beneficial. A Bachelor's degree in Finance, Business, Economics, or a related field is preferred.,
Company Description SIR Financial Services specializes in wealth creation, protection, and preservation, offering comprehensive financial solutions under one roof. The company is dedicated to ensuring clients' financial needs are met with effective strategies tailored to individual goals. At SIR Financial Services, your wealth is optimized to work for you and your family, providing long-term support and growth. Role Description This is a full-time on-site role for a Customer Relationship Specialist, located in Hubli. The role involves managing customer relationships by ensuring client satisfaction, delivering exceptional customer service, and providing professional customer support. The specialist will address client inquiries, analyze needs, and maintain strong communication to uphold service standards and enhance client loyalty. Qualifications NISM 5A Certification is mandatory. Proficiency in Customer Satisfaction and Customer Service Strong skills in Customer Support and Communication Demonstrated Analytical Skills for understanding and solving customer needs Ability to build and maintain positive client relationships Previous experience in financial services or client-facing roles is an advantage Bachelor’s degree in Business, Finance, or a related field is preferred