
Financial Relationship Manager
2 weeks ago
We are seeking a skilled professional to join our team as a Financial Relationship Manager. In this role, you will be responsible for conducting in-depth financial analysis and profiling sessions with clients to understand their financial needs and goals.
You will foster and deepen client relationships by providing regular market information updates and trend analysis on local and international financial products. Your goal will be to develop and deepen client relationships to achieve business objectives and personal growth targets.
To succeed in this role, you will need to contribute to the overall success of our organization through consistent sales performance and exemplary customer relationship management. You will work closely with our team to identify opportunities and provide solutions that meet our clients' needs.
Key Responsibilities:- Conducting financial analysis and profiling sessions with clients
- Fostering and deepening client relationships
- Providing regular market information updates and trend analysis
- Understanding of wealth management and banking principles
- Knowledge and experience in the NRI market is an advantage
- Excellent communication skills
- Product knowledge
- Wealth management
- Sales
- Investment advisory
- Customer relationships
- Relationship management
- Customer service
- Trend analysis
- A dynamic and supportive work environment
- Ongoing training and development opportunities
- A competitive salary and benefits package
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