Relationship Manager

Job Description: Relationship manager

Job Title: Financial Advisor

Location: 19-H, 1st Main Road, Bengaluru

Salary: 16,000 - 35,000 per month (based on experience and performance)

Industry: Banking / Insurance / Financial Services

Department: Trading, Asset & Wealth Management

Job Summary: We are looking for a motivated and customer-focused financial advisor to help clients achieve their financial goals. The ideal candidate will assess clients' financial needs, recommend suitable financial products, build long-term relationships, and provide ongoing financial guidance.

• Key Responsibilities Understand clients' financial goals and investment requirements.
• Recommend suitable investment, insurance, and wealth management products.
• Generate leads and acquire new customers through various channels.
• Build and maintain strong client relationships.
• Conduct financial planning and portfolio reviews.
• Achieve monthly sales and business targets.
• Ensure compliance with company policies and regulatory guidelines.
• Keep clients informed about market trends and financial opportunities.
• Eligibility: Bachelor's degree in any discipline.
• Freshers and experienced candidates are welcome to apply.
• Good communication and interpersonal skills.
• Basic knowledge of financial products and investment concepts is preferred.
• Sales-oriented mindset with strong negotiation skills.
• Preferred Skills Customer relationship management
• Sales and business development
• Financial planning
• Communication and presentation skills
• Time management
• Benefits: Fixed salary with attractive performance incentives.
• Career growth opportunities.
• Training and professional development.
• Supportive work environment.
• Employee benefits as per company policy.

Work Location: Bengaluru

Employment Type: Full-time