Relationship Manager

Company Description

Choice is one of the leading financial service providers, offering a diverse range of services including stock market, mutual funds, insurance, and loans. Part of the diversified Choice Group, which spans finance, hospitality, and technology sectors, the company employs over 6000 professionals and has a national and international presence. Trusted by 4 lakh clients and present in 88 countries, Choice Group has been a reliable partner for creating wealth and nurturing financial excellence for over two decades. Choice Broking is a member of BSE, NSE, MCX, MSEI, and NCDEX, and a depository participant with CDSL and NSDL, providing clients with a comprehensive suite of trading and investment services.

Role Description

This is a full-time, on-site role for a Relationship Manager located in

Ajmer

Bijaynagar

Beawar

Chomu

Jaisalmer

Kuchaman

Merta

Nagour

Rajsamand

Sirohi

Suratgarh

Rajasthan, India. The Relationship Manager will be responsible for managing client relationships, providing financial advice, and helping clients to meet their financial goals. Daily tasks will include understanding client needs, offering personalized investment solutions, maintaining client portfolios, and handling inquiries and concerns. The role entails regular interaction with clients to ensure a high level of satisfaction and loyalty.

Qualifications

• Strong interpersonal and communication skills
• Experience in financial services, including stock market, mutual funds, insurance, and loans
• Ability to analyze client needs and provide tailored financial solutions
• Proficiency in portfolio management and investment advisory
• Excellent customer service skills and ability to build long-term relationships
• Proven experience in sales and achieving targets in the financial sector
• Bachelor's degree in Finance, Business Administration, or related fielD

Skills Required

Investment Advisory, Loans, Insurance, Mutual Funds, Portfolio Management, Financial Services, Stock Market