Client Relationship Manager

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹50,000–80,000 a month
Location
Dewas, Madhya Pradesh
Work mode
Hybrid
Job type
Full time
Experience
4–7 yrs
Category
Wealth Management

In hand: about ₹45,000–72,100 a month after PF and income tax (estimate). How it's worked out

We are seeking a Client Relationship Manager to strengthen our client relationships in Dewas within the wealth management sector.

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About the role

In the role of Client Relationship Manager, you will cultivate and maintain strong relationships with clients, ensuring they receive the highest level of service. Your expertise in wealth management will enable you to provide tailored investment advice and strategies to meet client needs. This position is best suited for individuals with a strong background in client management and a passion for finance. Join a dynamic team that values proactive client engagement and supports your professional development.

What you'll do

  • Build and maintain strong relationships with clients.
  • Provide personalized investment advice and strategies.
  • Monitor client portfolios and financial goals.
  • Collaborate with internal teams to enhance client experiences.

What you'll need

  • Bachelor's degree in Finance, Business, or a related field.
  • 4-7 years of experience in client relationship management.
  • Certifications in wealth management are a plus.

Skills

Strong interpersonal and communication skills. Deep understanding of investment products. Ability to analyze and interpret financial data.

Good to have

Experience with financial planning software. Knowledge of current market trends.

Benefits

  • Competitive salary with performance incentives.
  • Comprehensive health benefits.
  • Opportunities for career advancement and training.

Interested in this role?

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

Apply now

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Questions about this job

What are the main responsibilities of this position?
You will manage client relationships and provide investment advice.
What qualifications are required?
A degree in finance or a related field with 4-7 years of experience in client management.
Is this a remote or onsite role?
This is a hybrid role, with both onsite and remote responsibilities.
What salary can I expect for this position?
The salary range is between INR 50,000 to INR 80,000 per month.

Listing last updated

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Client Relationship Manager

₹50,000–80,000 a month

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