Relationship Manager
R Patel Wealth
Posted
22 hours ago
Patna, Bihar
Onsite
INR 50K
Mid Level
Full Time
Sema Summary
The Relationship Manager role at R Patel Wealth involves building and maintaining relationships with clients in the financial services sector. Candidates should have experience in sales and customer relations, with strong communication skills to cater to client needs effectively. The position is full-time, on-site in Patna, Bihar. Candidates will benefit from a dynamic work environment and opportunities for growth in the finance sector.
About Company
R Patel Wealth is focused on providing financial solutions and services to clients, helping them manage and grow their wealth effectively.
Core Requirements
- Bachelor's degree in Finance or related field
- 3+ years of experience in sales
- Strong interpersonal skills
- Proven track record in client relationship management
- Ability to analyze financial data
Responsibilities
- Manage and grow client relationships
- Identify client needs and propose appropriate solutions
- Conduct financial analysis and provide recommendations
- Meet sales targets and objectives
- Prepare reports on client account status
- Collaborate with team members for comprehensive service
- Stay updated with financial products and market trends
Must Have skills
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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