Relationship Manager

About the job

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Responsibilities

1. Expand the client base and create growth strategies.

2. Engage with existing clients, execute financial plans, and review portfolios.

3. Provide advice on various financial instruments.

4. Customize financial solutions and manage portfolio risk.

5. Generate revenue through core financial products.

Qualifications

1. Bachelor's degree in business or related field.

2. 1 year of financial sales experience.

3. Strong communication and analytical skills.

4. Independence, teamwork, and good time management.

5. Willingness to travel for client meetings.

Note - This opportunity includes client visits on a daily basis ; this won't be a desk job !