Relationship Manager (wealth & Insurance)

Year    Pune, Maharashtra, India

Job Description

Founded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.
The Role
Role Overview
We are looking for a dynamic Relationship Manager to strengthen client relationships, drive business growth, and enhance our digital presence. This role requires a mix of client servicing, sales expertise, and financial knowledge.
Key Responsibilities

  • Build and maintain strong client relationships
  • Acquire new clients through lead generation & networking
  • Execute financial transactions with accuracy
  • Provide post-sales service and client support
  • Handle accounting, documentation & compliance
  • Maintain MIS reports for management
  • Strategize and manage social media marketing
  • Stay updated with financial markets & trends
Ideal Profile
  • Fluent in English & Hindi (Marathi is a plus)
  • Proficient in MS Office (Excel, Word, PPT)
  • Knowledge of Mutual funds & financial products
  • Expertise in social media marketing is a ++
  • Sales skills in financial products preferred
  • Understanding the stock market & investments
  • Strong communication & negotiation skills
What's on Offer?
  • Work in a company with a solid track record of performance
  • Opportunity to make a positive impact
  • Attractive Salary & Benefits

Skills Required

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Job Detail

  • Job Id
    JD4504251
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pune, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year