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Relationship Manager - Financial Products

Gamut HR Solutionshyderabad, India

1 day ago

Job description

Company Overview

Gamut HR Solutions, headquartered in Hyderabad, is dedicated to assisting individuals in finding the ideal job opportunities. As a small-sized company with 2-10 employees, Gamut HR Solutions is focused on personal growth and effective HR solutions. Learn more about us at our website.

Job Overview

We are seeking a Relationship Manager Financial Products for a mid-level position in Hyderabad. This is a full-time role requiring a minimum of 4 years and maximum of 6 years of work experience. The candidate will be responsible for managing relationships and sales of financial products.

Qualifications and Skills

Proven experience in wealth management, showcasing the ability to handle high net-worth clients. (Mandatory skill)
Certified financial planner with a recognized certification supporting the expertise in financial planning. (Mandatory skill)
Experience in financial product sales, demonstrating a successful track record in meeting sales targets. (Mandatory skill)
Strong financial analysis skills to interpret financial data and provide insightful recommendations.
Knowledge in regulatory compliance to ensure all financial activities comply with industry regulations.
Experience in client onboarding, ensuring a smooth and positive transition for new clients.
Skilled in risk assessment to identify potential financial risks and develop mitigation strategies.
Proficiency in negotiation to effectively manage client relationships and business dealings.

Roles and Responsibilities

Develop and manage comprehensive relationships with clients, understanding their financial needs and objectives.

Actively market and sell a portfolio of financial products to meet and exceed sales targets.

Provide informed advice on financial planning and wealth management strategies to clients.

Ensure compliance with all regulatory requirements, maintaining transparency and accuracy in all client interactions.

Oversee the client onboarding process, ensuring satisfaction and effective integration into company offerings.

Conduct risk assessments to accurately identify and address potential financial vulnerabilities.

Prepare detailed financial reports and present findings to clients in an understandable manner.

Build and maintain a strong pipeline of potential clients and follow up on new business opportunities.

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Relationship Manager • hyderabad, India