Relationship Manager
Creative Hands HrChennai, Tamil Nadu
accounting-finance-jobs
Job Description
Qualifications: An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience: Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Desired Skill Set: - Ability to inspire trust and confidence in clients. - Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. - Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients - Good oral and written communication skills with clarity of thought, speech and expression - Good interpersonal skills - Good Analytical Skills General Competencies: - Positive attitude, socially effective, high level of perseverance and patience - Assertive & hard working - Result oriented - Strong analytical skills and ability to work in teams. Skills: Strong Analytical Skills, Sales, Crm, Relationship Management, Customer Service Experience: 3.00-8.00 Years
Get AI-Matched to This Job
Upload your resume and our AI will score how well you match this and thousands of similar roles.