Relationship Manager

Company Description

Choice is a leading financial service provider offering Stock Market, Mutual Fund, Insurance, and Loan services as part of the diverse Choice Group. With over two decades of experience in Nurturing Financial Excellence, the organization serves 4 lakh clients across 88 countries and collaborates with 13 state governments. Choice Broking is associated with prominent stock exchanges and acts as a depository participant with CDSL and NSDL. Their offerings include a proprietary trading platform (Jiffy), expert research services, free reports, trading desks, and portfolio management services. Headquartered in India, Choice operates with a team of over 6,000 professionals across numerous domestic and international locations.

Role Description

This is a full-time, on-site role for a Relationship Manager located in Patna. The Relationship Manager will be responsible for building and maintaining strong client relationships. Daily tasks include identifying client needs, providing financial advice, cross-selling various financial products, and ensuring client satisfaction. The role also involves staying updated on market trends, managing client portfolios, and working collaboratively with the team to achieve business objectives. Providing exceptional customer service and contributing to client retention and acquisition efforts are key components of the position.

Qualifications

• Strong relationship management, interpersonal, and customer service skills
• Knowledge of financial markets, investment products, and portfolio management
• Sales and negotiation skills, with the ability to meet or exceed business targets
• Analytical thinking and problem-solving abilities for financial planning and advising
• Proficiency in CRM tools and relevant financial software
• Good communication and presentation skills
• Bachelors degree in Finance, Business Administration, or a related field
• Experience in a similar financial services or investment advisory role is preferred