Senior Relationship Manager - BFSI

We are searching for a wealth manager who will be in charge of providing clients with financial services and guidance to help them with their financial endeavours.

- Relationship management, assisting clients with account information, and giving recommendations on financial investments are all duties of wealth managers.

- You need to be confident, be able to communicate difficult material, and have strong sales and negotiating abilities to succeed as a wealth manager. In the end, a top-notch wealth manager needs to be well-versed in wealth management, have effective communication skills, and be aware of customer relations strategies.

Responsibilities of a wealth manager:

- Dealing with HNI and ultra HNI clients

- Giving clients financial product and service recommendations.

- Purchasing and selling stock on the client's behalf.

- Taking care of investments

- Offering planning assistance.

- Offering tax planning assistance.