Roles and Responsibilities
A start-up addressing the requirements of a niche category of clients. Founded by an IIM Alumni and ex-CEO of a Fortune 100 company in India.
Why should you join them?
You will be a part of a core team for a promising start-up and benefit from the staggering growth in the next few years
- Role: Relationship Manager to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills
- Actively manage portfolio of clients for their post-retirement life
- Acquiring new customers through referrals, organizing events & presentations, and client calls.
- Advising clients on their Investments and managing their overall financial portfolio whilst deepening the wallet
- Keep abreast of the current financial and market trends and continuously monitor client portfolios to ensure consistency in asset allocation.
- Proven experience as a Client Relationship Manager in Wealth and portfolio
- Should have experience in Wealth Management in Banks / Wealth Mgt / NBFC
- BSc / BA in Business Administration or similar field
- Customer-oriented mindset
- Teamwork and leadership skills
- Aptitude for fostering positive relationships
- Excellent communication skills
- Problem-solving attitude
- Experience in sales or customer service is preferred
- Knowledge of customer relationship management (CRM) practices
- Location : Sanjay Nagar, Bangalore (Mon-Fri)
- Salary : 6-8 Lacs PA (Flexible for deserving candidates)
UG:Any Graduate in Any Specialization
Talent Bee Consulting Pvt. Ltd
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