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Relationship Manager
PlusWealth Capital Management LLP
Posted
4 weeks ago

Noida, Uttar Pradesh, India

Onsite

INR 30K

Mid Level

Full Time

Job Categories

Finance Sales Management Consulting Customer

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Skills

Experience

Industry

Sema Summary

As a Relationship Manager at PlusWealth Capital Management LLP, you will be responsible for building and maintaining client relationships to support financial management needs. The role requires effective communication and negotiation skills, as well as a proactive approach to addressing client concerns. You will work on-site in Noida, handling various client accounts and ensuring high levels of client satisfaction. Ideal candidates should have experience in client management and a background in finance or related fields.

About Company

PlusWealth Capital Management LLP specializes in providing financial management solutions, focusing on client satisfaction and relationship building.

Core Requirements

Bachelor's degree in Finance or related field
Experience in client relationship management
Strong communication skills
Proficiency in negotiation
Problem-solving abilities

Responsibilities

Build and maintain client relationships
Manage client accounts and portfolios
Address client inquiries and issues promptly
Collaborate with internal teams to fulfill client needs
Analyze market trends to advise clients
Conduct client meetings and presentations
Prepare reports on client interactions and feedback

Must Have skills

CommunicationNegotiationClient ManagementProblem SolvingFinancial Analysis

Nice To Have Skills

Sales SkillsMarket ResearchProject Management

Tools Knowledge Requried

CRM SoftwareMicrosoft ExcelPresentation Software

Job Keywords

client relationsfinancial managementsalesnegotiationconsulting

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