Relationship Manager Jobs Opening in SP Wealth Associates at Thane, Mumbai
Job Description
We are seeking a highly motivated and dynamic Relationship Manager to join our team. The ideal candidate will be responsible for managing relationships with key clients, ensuring high levels of customer satisfaction, and driving revenue growth through tailored financial solutions. This role requires a strong understanding of financial products and services, excellent communication skills, and a customer-centric mindset.
More information about this Relationship Manager Job
Please go through the below FAQs to get all answers related to the given Relationship Manager job
Responsibilities:
Client Relationship Management:
Build and maintain strong relationships with high-net-worth individuals, businesses, and corporate clients. Understand their financial goals and needs.
Financial Advisory:
Provide personalized financial advice and solutions, including investment options, insurance products, and banking services, to help clients achieve their financial objectives.
Portfolio Management:
Manage and grow a portfolio of clients, ensuring they receive a wide range of banking services, including loan, deposits, and wealth management products.
Cross-selling:
Identify opportunities to cross-sell various banking products and services, such as savings accounts, credit cards, mutual funds, and insurance, to meet clients’ financial needs.
Compliance and Documentation:
Ensure that all client accounts and transactions comply with regulatory requirements and internal policies. Maintain accurate client records and documentation.
Business Development:
Actively seek new clients through referrals, networking, and marketing initiatives to expand the customer base and achieve business targets.
Performance Monitoring:
Monitor the performance of clients’ investments and provide periodic updates and reviews. Adjust strategies as necessary to meet client goals.
Customer Service:
Provide excellent customer service by promptly addressing client queries, resolving issues, and ensuring a seamless banking experience.
More information about this Relationship Manager Job
Please go through the below FAQs to get all answers related to the given Relationship Manager job
- What are the job requirements to apply for this Relationship Manager job position?
- Ans: A candidate must have a minimum of fresher as an Relationship Manager
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com, BA, M.Com, BBA/BBM, MBA/PGDM, BSc, MSc
- What are the salary requirements for this job?
- Ans: The salary range is between 20000 and 30000 Monthly. The Salary will depend on the interview. This Relationship Manager is a Full Time in Mumbai.
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Relationship Manager is a work from home job?
- Ans: Yes,its a Work from Home Job.
- How many job vacancies are opening for the Relationship Manager position?
- Ans: There are immediate 1 job openings for Relationship Manager in our Organisation.
Job Particulars
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id2524112
Job Category MBA , BSc/BCA/BBM , Tech Support , Work from Home
Locality Address Thane
State Maharashtra
Country India
About Company
We are a boutique mutual fund distribution firm offering integrated financial services. Started is 2007, After an acquiring rich experience by working with Franklin Templeton Mutual fund, we have over 60 man years of experience in the field of Investments & Real Estate.
Our endeavour will always be an in-depth understanding of client’s requirements, be it in Investments or Real estate. We insist for one to one meeting and then try and offer suitable services to our clients. Following are the products we offer...Investments - Mutual Funds, PMS Distribution, Structured Products, NCD, Real estate Funds, Thematic Funds
Our endeavour will always be an in-depth understanding of client’s requirements, be it in Investments or Real estate. We insist for one to one meeting and then try and offer suitable services to our clients. Following are the products we offer...Investments - Mutual Funds, PMS Distribution, Structured Products, NCD, Real estate Funds, Thematic Funds
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