Job Overview:

We are seeking a Relationship Manager for our Private Client Group (PCG) team. As a Relationship Manager, you will be responsible for managing client portfolios, providing financial advice, and building strong relationships with clients in Bhilwara, Rajasthan.

Job Details:

This role involves overseeing investment accounts, analyzing financial data, and recommending suitable investment options to clients in Bhilwara, Rajasthan.

Responsibilities:

• Manage client portfolios and investment accounts.
• Provide personalized financial advice and recommendations.
• Build and maintain strong relationships with clients.
• Analyze financial data and market trends.
• Execute trades and monitor investment performance.

Requirements:

• Bachelor's degree in Finance or related field.
• Series 7 and 63 licenses required.
• Strong knowledge of investment products and financial markets.
• Excellent communication and interpersonal skills.

Benefits:

• Competitive salary and bonus structure.
• Comprehensive benefits package.
• Opportunities for professional growth and development.

Other Details:

This position offers a dynamic work environment in the bustling Bhilwara, Rajasthan area. Join our team and make a meaningful impact on our clients' financial well-being.

We welcome dedicated professionals to apply and be part of our team in Bhilwara, Rajasthan. Your expertise and passion for finance will be valued as you help our clients achieve their financial goals.