Senior Relationship Manager

Company Description

We suggest you enter details here.

Role Description

This is a full-time on-site role for a Senior Relationship Manager, RMs, Branch Managers located in Chennai. The ideal Manager will be responsible for transferring, managing his AUM and enhancing client relationships, providing investment advisory, developing and executing wealth management strategies, and ensuring high levels of client satisfaction by catering plethora of unique Investment options available with us. The individual will collaborate with cross-functional teams, stay updated with market trends, and proactively identify opportunities to optimize financial solutions for clients. Additionally, they will be responsible for compliance and maintaining accurate client records.

Qualifications

• Track record of Client Relationship Management and Customer Service skills with his/her own AUM Books
• Demonstration of Investment Advisory and Wealth Management skills
• Understanding of financial markets and investment products
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Experience in the financial services or wealth management industry is a plus
• Bachelors degree in Finance, Business, Economics, or a related field