Website:
gsawealth.com
Job details:
Company Description GSA Fin Venture Pvt Ltd is a financial services firm focused on helping clients achieve their personal and financial goals through mutual fund investments. The company offers guidance and tailored investment solutions designed to align with individual risk profiles and long-term objectives. By emphasizing transparent advice and disciplined investing, GSA Fin Venture aims to build lasting client relationships. The firm provides a supportive environment for professionals who are committed to client-centric service and continuous learning in the investment domain.
Role Description This is a full-time, on-site Relationship Manager role based in Pune. The Relationship Manager will build and maintain strong relationships with existing and prospective clients, understand their financial goals, and recommend appropriate mutual fund and related investment solutions. Day-to-day activities include client meetings, portfolio reviews, responding to client queries, and ensuring high levels of service and satisfaction. The role also involves coordinating with internal teams for account setup and documentation, tracking client investments, and preparing periodic reports and updates. The Relationship Manager is expected to stay informed about market trends, product changes, and regulatory guidelines to provide timely, accurate information to clients.
Qualifications
- Ability to build trust-based client relationships, with strong interpersonal and customer service skills.
- Solid understanding of mutual funds, basic investment concepts, and personal finance principles.
- Strong communication skills, including clear spoken and written English; proficiency in local languages is an advantage.
- Good analytical and numerical skills for assessing client needs and reviewing investment performance.
- Comfort with on-site client meetings in Pune, and willingness to manage a portfolio of diverse clients.
- Bachelor’s degree in Finance, Commerce, Business, or a related field; relevant certifications in mutual funds or investment advisory are a plus.
- Prior experience in financial services, banking, or wealth management is preferred but not mandatory for highly motivated candidates.
- High ethical standards, attention to detail, and a proactive approach to problem-solving and follow-up.
Click on Apply to know more.