Relationship Manager

A Relationship Manager’s role involves working with clients to help them make the right decisions with their accounts and explain the financial services we offer to them. Also, possible   opportunities have to be identified and working towards new businesses generation.

Requirements -

This role requires you to keep up to date with financial services you’ll need to have a good understanding of banking procedures and regulations. A degree in a relevant subject such as wealth management, business studies, finance or accountancy.

Min. Experience – 3 Years

Duties and responsibilities -

• ·         Setting up meetings with new clients

• ·         Researching the latest products and regulations

• ·         Looking for new client opportunities

Skills -

• ·         Excellent communication and listening skills

• ·         The ability to explain complex information clearly and simply

• ·         An interest in financial products and markets

• ·         Good mathematical and computer skills

• ·         Plenty of drive, initiative and motivation

• ·         Attention to detail

• ·         The ability to analyse and research information

Job Location - Jaipur

Salary - Attractive Salary + Incentives (According to Work Experience)

Mail CV -  care@threedotsfinitude.com