The Headway

Company Description The Headway is a comprehensive solution provider for all investment and financial needs, with a presence in Delhi/NCR and Shivpuri (MP). Established in 2011 (formerly known as Key Portfolio Solution Private Limited), it was founded by seasoned finance professionals with a combined experience of over 50 years. Role Description This is a full-time on-site role for a Relationship Manager, located in New Delhi. The Relationship Manager will be responsible for maintaining and developing client relationships, providing financial advice, and handling client queries. Daily tasks will include creating customized financial plans, coordinating with the sales team, and ensuring customer satisfaction through consistent and high-quality service. Qualifications Strong client relationship management and communication skills Experience in financial planning, investment advisory, and wealth management Analytical skills and proficiency in using financial software and tools Sales and marketing skills with a client-centric approach Relevant degree in Finance, Business Administration, or a related field Ability to work independently and as part of a team in a fast-paced environment Experience in the finance industry is a plus