Job Description of Relationship Manager : Interfacing with clients and maintaining relationships - Interfacing with custodians and maintaining relationships - Client Financial Planning: Client Investment and Tax Strategies and Client Investments - Implementing customized client strategies - Opening new accounts and processing investment paperwork - Writing and executing client financial planning materials - Running queries and reports with CRM - Collaborating closely with other Client Relationship employees, as well as members of Research, Marketing, Operations, Compliance, and Investment Advisory departments Qualification Requirements :&nbsp; Diploma or Bachelor's or Masters degree in any discipline. MBA in Marketing Management, preferred. 5+ Years of Work experience Personal Attributes :&nbsp; - Excellent communication and listening skills - The ability to explain complex information clearly and simply - Good sales and negotiation skills - An interest in financial products and markets - Good mathematical and computer skills - Plenty of drive, initiative and motivation - An honest and trustworthy manner - Attention to detail - The ability to analyse and research information

Bangalore

Senior Manager/Senior Relationship Manager - Private Wealth 

Senior Manager/Senior Relationship Manager - Private Wealth  ,Job Description for Senior Manager/Senior Relationship Manager - Private Wealth  in Gi Group in  Bangalore for (6-15) years of experience. Apply Now!

Job Description for Senior Manager/Senior Relationship Manager - Private Wealth  in Gi Group in  Bangalore for (6-15) years of experience. Apply Now!