NDX Financial Services - Virtual Relationship Manager

Job Description:

- Proactively engage with clients through virtual channels (video, phone, email, chat) to understand their investment needs in the bond market.

- Develop and maintain strong relationships with clients to provide them with personalized investment solutions.

- Explain features, benefits, and risks of various bond products.

- Keep clients updated on market trends, portfolio performance, and product updates.

- Identify cross-selling opportunities for other investment products.

- Maintain a high level of product knowledge and ensure compliance with internal policies and regulatory guidelines.

- Handle client queries and provide prompt resolutions to ensure customer satisfaction.

- Achieve assigned sales targets and ensure high-quality client onboarding.

- Maintain accurate records of client interactions and transactions in the CRM system.

Qualifications & Skills:

- Bachelor's degree in Finance, Business, Economics, or a related field.

- 2-4 years of experience in wealth management - investment advisory - financial sales, preferably in fixed income - bonds.

- Excellent communication and interpersonal skills.

- Knowledge of bond markets, interest rates, and portfolio management.

- Ability to build trust and provide tailored solutions to clients.

- Strong understanding of regulatory and compliance requirements.

- Proficiency with CRM tools and MS Office.