Relationship Manager

Overview

We invite applications for the position of Relationship Manager at our Ahmedabad location. This role involves assisting clients in meeting their financial aspirations by delivering tailored wealth management strategies. The ideal candidate will be adept in sales and client engagement.

Responsibilities

• Identify and comprehend clients' financial objectives and investment requirements.
• Advise on appropriate investment options, including Mutual Funds, Insurance policies, Fixed Deposits, and other financial products.
• Establish and nurture enduring relationships with clients.
• Drive business growth by leveraging referrals and converting prospective leads.
• Facilitate client service operations and manage fundamental back-office tasks.

Requirements

• Experience ranging between six months to two years in sectors such as Banking, Financial Services, Wealth Management, Insurance, or Sales.
• Strong communication abilities coupled with excellent interpersonal skills.
• Proactive, self-driven individual with enthusiasm for sales and relationship management.
• A graduate degree in any discipline is mandatory.

Eligibility

Candidates with qualifications like B.Com in any specialization or degrees such as B.B.A. or B.M.S. in Banking and Insurance are eligible to apply.

Contact Information

Applicants are encouraged to submit their CVs via phone at 7486047387 or email to [email protected].