Relationship Manager

Responsibilities

• Client Relationship Management:

  Cultivate, nurture, and deepen relationships with high-net-worth clients to ensure client satisfaction and retention. 

• Financial Planning & Advice:

  Provide expert, personalized financial advice covering investments, insurance, retirement, tax, and estate planning. 

• Portfolio Management:

  Monitor, manage, and optimize client investment portfolios for risk-adjusted returns, aligning them with the client's financial objectives. 

• Business Development:

  Proactively identify and acquire new high-net-worth clients, drive revenue growth, and achieve business and cross-selling targets. 

• Market Expertise:

  Stay informed about current market trends, economic policies, financial products, and regulatory changes. 

• Collaboration:

  Work with product specialists, research teams, and other financial experts to offer comprehensive wealth management solutions. 

• Compliance:

  Ensure all client interactions and actions comply with legal, regulatory, and internal policy standards, escalating issues as needed. 

• It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.

More about this Relationship Manager job

1. What is the eligibility criteria to apply for this Relationship Manager job?
   Ans: The candidate should be Graduate and above and above with 2 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹80000 per month that depends on your interview. It's a Full Time job in Ghaziabad.
3. How many working days are there for this Relationship Manager job?
   Ans: This Relationship Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Manager job?
   Ans: No, there is no fee applicable for applying this Relationship Manager job and during the employment with the company, i.e., MEHAK WEALTH MANAGEMENT PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Manager role?
   Ans: There is an immediate opening of 7 Relationship Manager at MEHAK WEALTH MANAGEMENT PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Relationship Manager job?
   Ans: This Relationship Manager job has 10:00 दोपहर - 06:30 शाम timing.