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    Senior Relationship Manager - Bengaluru, India - Jiraaf

    Jiraaf
    Jiraaf Bengaluru, India

    1 week ago

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    Description

    Role Description:


    As a Senior Relationship Manager, you will be responsible for acquiring, building and maintaining relationships with high-net-worth individuals, institutional investors, and corporate clients.

    Your day-to-day tasks will include understanding client investment needs, presenting investment opportunities, managing client portfolios, providing investment options, and ensuring client satisfaction.

    You will also collaborate with internal teams to assess investment risks and monitor asset Proven experience in relationship management and client acquisition

    • Strong understanding of financial markets and investment products
    • Excellent communication and interpersonal skills
    • Ability to build and maintain relationships with clients
    • Analytical and problemsolving skills
    • Knowledge of regulatory requirements and compliance
    • Ability to work well in a team and independently
    • Bachelor's degree in finance, business, or related field
    • Relevant certifications such as CFA or AMFI will be beneficial
    )
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