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Relationship Manager
Jobbo.inNoida, Uttar Pradesh, India3 days ago
Job descriptionStrong knowledge of financial markets and products. Empathetic, solution-oriented with excellent communication skills. High professional standards and strong value system. Willingness to travel and adapt to a dynamic, startup environment.
If you have a passion for personal finance, enjoy interacting with people, and want to guide customers on their financial journey, then this could be the opportunity for you!
Position : Senior Relationship Manager / Relationship Manager
Location - Noida / Gurgaon
Core Responsibilities :
- Regularly engage with clients and conduct portfolio reviews.
- Understand clients' financial goals and align their investment strategies accordingly.
- Monitor market trends and ensure plans are updated and effective.
- Prepare and interpret reports such as investment performance, income projections, etc.
- Explain financial planning concepts and assist in the creation and implementation of plans.
- Have a deep understanding of products like mutual funds, bonds, PMS, corporate FDs, etc.
- Provide ongoing support to clients through various market cycles.
- Ensure client satisfaction and grow relationships through trust and performance.
- Acquire new clients through referrals and lead generation.
- Collaborate internally to ensure client feedback drives continuous improvement.
Desired Skill Set :
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Relationship Manager • Noida, Uttar Pradesh, India