RR Finance - Relationship Manager

About the Role:

- We are seeking a dynamic and results-oriented Relationship Manager/AVP to join our team in Bangalore.

- In this role, you will be responsible for building strong relationships with key clients, driving sales of investment products, and providing exceptional client service.

Key Responsibilities:

Client Relationship Management:

- Develop and maintain strong relationships with high-net-worth individuals and corporate clients.

- Proactively engage with clients to understand their financial needs and objectives.

- Provide personalized financial advice and recommendations.

- Regularly review and optimize client portfolios to maximize returns and mitigate risk.

Sales and Business Development:

- Identify and pursue new business opportunities through effective prospecting and networking.

- Actively promote and sell a diverse range of investment products, including insurance, mutual funds, debt instruments, fixed deposits, bonds, and NCDs.

- Achieve and exceed sales targets consistently.

Client Service:

- Respond promptly to client inquiries and resolve issues effectively.

- Provide timely and accurate updates on market trends and investment performance.

- Maintain detailed client records and documentation.

Team Collaboration:

- Collaborate with colleagues from various departments to ensure seamless client service.

- Share best practices and knowledge with the team.

- Contribute to a positive and supportive team culture.

Required Skills and Qualifications:

- Proven Experience: Minimum of 1 years of experience in a similar role, preferably in the financial services industry.

- Sales Acumen: Strong sales and negotiation skills with a proven track record of achieving sales targets.

- Financial Knowledge: In-depth understanding of investment products, financial markets, and regulatory requirements.

- Client Focus: Excellent interpersonal and communication skills with a client-centric approach.

- Problem-Solving: Ability to analyze complex problems and develop effective solutions.

- Technical Proficiency: Proficiency in MS Office Suite and CRM tools (e.g., Salesforce).

Qualifications: Graduate degree with an MBA or equivalent qualification.

Certifications: Relevant certifications (e.g, CFP, CFA) will be an added advantage