Job Overview: Join our team as a Senior Relationship Manager in the Wealth division. You will be responsible for managing client relationships and providing financial advisory services.

Job Details: The Senior Relationship Manager role involves building and maintaining relationships with high-net-worth individuals to understand their financial goals and offer tailored wealth management solutions.

Responsibilities:

• Develop and maintain relationships with clients in Bhatinda, Punjab.
• Provide personalized financial advice and investment strategies.
• Collaborate with internal teams to deliver comprehensive wealth management services.
• Monitor market trends and update clients on relevant financial information.
• Ensure compliance with regulatory requirements and company policies.

Requirements:

• Bachelor's degree in Finance or related field.
• Proven experience in wealth management or financial advisory.
• Strong communication and interpersonal skills.
• Certifications such as CFP or CFA preferred.

Benefits:

• Competitive salary and bonuses.
• Health insurance and retirement plans.
• Professional development opportunities.

Other Details: This position requires a deep understanding of financial markets and excellent relationship-building skills. The Senior Relationship Manager role offers a rewarding opportunity to grow your career in the wealth management industry.

We welcome passionate individuals with a drive for success to apply for this role in Bhatinda, Punjab. Join us and make a difference in the financial well-being of our clients.