Relationship Manager

Wealth Escalator by JRG Financial Services Pvt Ltd is a growing financial services firm specializing in the distribution of mutual funds, insurance, and investment solutions. The company focuses on helping clients achieve their financial goals through personalized investment strategies and financial planning.

We are looking for a dynamic Relationship Manager to drive business growth and build strong client relationships. The role involves guiding clients toward suitable financial solutions by understanding their financial needs and recommending appropriate mutual fund and insurance products.

Qualifications:-

•        MBA in Finance or Financial Planning/CFP/QPFP/ Investment Advisor NISM X-A and X-B

Requirements

•        Conduct financial needs analysis to understand clients’ goals and risk appetite.

•        Recommend suitable investment and insurance solutions based on client requirements.

•        Develop and maintain long-term relationships with clients.

•        Provide regular updates and support regarding their investments and financial plans.

•        Stay updated with market trends, financial products, and regulatory changes.

•        Continuously enhance knowledge to provide relevant and timely financial advice.

•        Ensure all activities comply with company policies, industry regulations, and documentation standards.

Benefits

•        Competitive Salary + Attractive Performance Incentives

•        Group Health Insurance

•        Gratuity Benefits

•  Leave Encashment