Website:
acefinancialservice.com
Job details:
Company Description
ACE Financial Services is a comprehensive provider of financial planning, insurance, tax planning, and wealth management solutions, founded by Ronak Thakkar, who brings over 20 years of expertise in the industry. Our mission is to empower individuals, families, and professionals with clarity, confidence, and control over their financial futures through personalized, life-centered strategies. We specialize in tailored services such as Comprehensive Financial Planning, Insurance Solutions, and Smart Tax Planning, all delivered under one roof. With a strong focus on transparency and client-first service, we are a trusted partner for all financial needs. Our office is located in Vadodara, where we continue to guide our clients toward achieving their financial goals.
Role Description
This is a full-time on-site role for a Relationship Manager based in Vadodara. The Relationship Manager will build and maintain strong client relationships by understanding their financial goals and offering tailored solutions across financial planning, insurance, tax planning, and wealth management. Responsibilities include conducting client consultations, developing customized financial strategies, monitoring client portfolios, and ensuring timely communication. The role also involves cross-selling services and ensuring client satisfaction at all stages of the financial planning process.
Qualifications
- Excellent communication and interpersonal skills for building and maintaining strong client relationships
- Proven ability in financial planning, tax planning, and portfolio management
- Strong analytical and problem-solving skills to assess client financial needs and develop effective solutions
- Sales and business development skills, including the ability to cross-sell financial services and maintain client satisfaction
- Attention to detail and organizational skills to manage multiple client accounts effectively
- Bachelor's degree in Finance, Business Administration, or a related field
- Certification in Financial Planning (such as CFP®) is a plus
- Proficiency in financial tools, software, and reporting systems is preferred
Click on Apply to know more.