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    Relationship Manager - Pune, India - Hireginie Talent Cloud Pvt Ltd

    Hireginie Talent Cloud Pvt Ltd
    Hireginie Talent Cloud Pvt Ltd Pune, India

    1 week ago

    Default job background
    Description
    Designation :
    Relationship Manager - Wealth

    Location :
    Pune

    Reporting to :
    Area Manager / Regional Head

    Required skills and qualifications:

    • 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
    • Understanding of financial markets, investment products, and wealth management principles.
    • Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
    • Excellent interpersonal skills and the ability to build trust and rapport with clients.
    • Strong analytical and problemsolving abilities with quick decisionmaking and a resultsoriented mindset.
    • Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
    • Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
    Preferred skills and qualifications:


    • A master's degree in management, finance, economics, or a related field.
    • Relevant professional certifications such as Certified Financial Planner (CFP), Chartered Financial
    • Analyst (CFA), or equivalent.
    • Familiarity with Indian tax laws, regulations, and financial planning strategies specific to the Indian market.
    • Proven track record of achieving sales targets and building a successful client portfolio.
    • Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.
    )
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