Job Overview:
We are seeking a Relationship Manager to join our team in Kottayam, Kerala. As a key member of our Wealth division, you will be responsible for building and maintaining relationships with high net worth clients.
Job Details:
The Relationship Manager role involves providing personalized financial advice, managing investment portfolios, and offering tailored solutions to meet clients' wealth management needs.
Responsibilities:
- Develop and maintain relationships with high net worth clients
- Understand clients' financial goals and provide customized wealth management solutions
- Monitor investment portfolios and provide regular updates to clients
- Collaborate with internal teams to ensure seamless client experience
- Stay updated on market trends and recommend investment strategies
Requirements:
- Bachelor's degree in Finance, Business, or related field
- Proven experience in wealth management or financial advisory
- Strong communication and interpersonal skills
- Certifications such as CFP or CFA are a plus
Benefits:
- Competitive salary and performance-based bonuses
- Health insurance and retirement savings plans
- Professional development opportunities
Other Details:
This position offers a dynamic work environment in Kottayam, Kerala, with opportunities for growth and advancement within our Wealth division. Join our team and make a difference in the lives of our high net worth clients.
We look forward to receiving your application and welcoming you to our team!
