Client Relationship Manager

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹30,000–55,000 a month
Location
Bhubaneswar, Odisha
Work mode
On-site
Job type
Full time
Experience
2–4 yrs
Category
Wealth Management

In hand: about ₹26,900–49,500 a month after PF and income tax (estimate). How it's worked out

Join our team as a Client Relationship Manager in Bhubaneswar, where you will cultivate strong relationships with clients in wealth management.

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About the role

As a Client Relationship Manager, your primary role will be to manage and nurture relationships with clients seeking wealth management services. You will assess their financial needs, provide tailored investment solutions, and ensure exceptional client satisfaction. This position is perfect for individuals with a passion for finance and a talent for client engagement. You will work in a vibrant team that values collaboration and innovation in financial services.

What you'll do

  • Build and maintain strong client relationships.
  • Assess clients' financial needs and provide tailored solutions.
  • Monitor clients' investment portfolios and provide updates.
  • Ensure a high level of client satisfaction and engagement.

What you'll need

  • Bachelor's degree in Finance, Business, or a related field.
  • 2+ years of experience in client management or financial services.
  • Strong understanding of investment products and services.

Skills

Excellent interpersonal and communication skills. Strong analytical and problem-solving abilities. Ability to work independently and as part of a team.

Good to have

Experience in wealth management. Knowledge of financial planning.

Benefits

  • Competitive salary and commission structure.
  • Ongoing training and development opportunities.
  • Health and wellness benefits.

Interested in this role?

It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.

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Questions about this job

What are my main duties as a Client Relationship Manager?
You will manage client relationships, assess financial needs, and provide investment solutions.
What qualifications are needed for this role?
A background in finance and experience in client management are essential.
Is this position onsite?
Yes, the role is onsite in Bhubaneswar.
What is the expected salary?
The salary ranges from INR 30,000 to INR 55,000 monthly.

Listing last updated

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Client Relationship Manager

₹30,000–55,000 a month

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