Relationship Manager

We are seeking a motivated and enthusiastic Relationship Manager to join our team. The

candidate must have good knowledge in sales process, client relationship management, and the intricacies of financial consultancy.

• Bachelor’s / Master’s in Finance, Commerce, Business Administration, or
  related field.
• Familiarity with email and online tools. 
• Knowledge of Financial Planning, Investment Advisory, and Mutual Funds.  
• Strong skills in Relationship Building, Customer Engagement, and Client Management.  
• Excellent Communication, Interpersonal, and Negotiation skills. 
• Strong Analytical and Research skills to assess market trends and client requirements.  
• Proficiency in Microsoft Office Suite and CRM tools.  
• Ability to work independently and collaboratively in a team environment. 
• Prior experience in financial services or relationship management is a strong advantage.  
• Commitment to delivering excellent customer service and achieving client satisfaction.   

• Knowledge of Financial Planning, Investment Advisory, and Mutual Funds.
• Strong skills in Relationship Building, Customer Engagement, and Client Management.
• Strong Analytical and Research skills to assess market trends and client requirements.