Designation: Relationship Manager Location: Bangalore,India Experience: 5-8 yrs of experience Kristal.AI is looking for a self-driven, motivated & passionate Relationship Manager for our team. Responsibilities: - Primarily responsible for servicing existing client relationships as well as onboarding new clients. - Scheduling calls, conducting portfolio reviews, product investment details to ensure clients are satisfied with their portfolio performance. - Over time, you will also be expected to grow and manage client portfolios - You will have client NPS score targets and other KPIs set by the Team Head. - You will need to collaborate with key personnel in other teams for effective servicing of clients. Requirements: - 5 - 8 yrs of experience in Wealth Management or Financial services in a relevant role. - Strong interpersonal skills and an ability to build rapport with customers. - Digital first thinking / ability to adapt to new technologies.

Bangalore

Kristal.AI - Relationship Manager 

Job Description for Kristal.AI - Relationship Manager  in Kristal Advisors Pvt Ltd in  Bangalore for (5-8) years of experience. Apply Now!