Relationship Manager

Location

Delhi | India

Job description

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. Our organization distributes a range of financial products and services designed to help our customers grow and protect their wealth. We offer personalized financial products tailored to each individual. Our team of skilled professionals is dedicated to providing the highest standard of customer service and building long-term relationships with our clients. We offer a wide variety of products, including market-linked debentures, mutual funds, portfolio management services, alternate investment funds, bonds, corporate fixed deposits, 54 EC bonds, sovereign gold bonds, and health insurance.

Role Description

This is a full-time on-site role for a Relationship Manager located in Delhi. The Relationship Manager will be responsible for building and maintaining relationships with affluent customers. They will analyze customer needs, provide personalized financial advice, and recommend suitable financial products and services. The Relationship Manager will also monitor customer portfolios, provide regular updates and reports, and ensure customer satisfaction.

Qualifications

• Strong knowledge of financial products and services
• Excellent interpersonal and communication skills
• Ability to build and maintain relationships
• Analytical and problem-solving skills
• Ability to understand and analyze customer needs
• Knowledge of financial planning and investment strategies
• Customer service orientation
• Result-oriented and self-motivated
• Bachelor's degree in finance, business, or a related field
• Relevant certifications such as AMFI or CFP would be beneficial

Job tags

Salary