Relationship Manager
weekday-1 · Mumbai, Maharashtra, India ·
- Employment
- Full time
- Category
- Management
- Experience
- 5+ years
This role is for one of Weekday’s clients
Salary range: Rs 500000 - Rs 1300000 (ie INR 5 - 13 LPA)
Min Experience: 5+ years
Location: Mumbai
JobType: full-time
Requirements
Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
Lead, mentor, and manage a team of financial advisors/relationship managers, ensuring performance targets are
met and maintaining high standards of client service.
Build and nurture strong client relationships by understanding financial goals and delivering customized wealth solutions
.
Advise individuals on informed financial decisions to support long-term financial security and growth.
Deliver expert guidance on financial planning, investment strategies, and comprehensive wealth management aligned to
client needs.
Must-have skills
NISM XA – XB, Customer Relationship Management