Website:
sahajwealth.com
Job details:
Company Description
Sahaj Wealth Private Limited offers a comprehensive platform to manage a wide range of investments, including mutual funds, bonds, insurance, unlisted stocks, equity and derivatives trading, PMS/AIF, and structured products. Additionally, the company provides solutions for secured and unsecured loans, corporate funding, M&A assistance, and special debt AIFs. With a focus on simplifying wealth management, Sahaj Wealth aims to cater to diverse financial needs, empowering clients with personalized investment options. The organization's robust offerings are designed to ensure a seamless and efficient approach to wealth growth and financial planning.
Role Description
This is an on-site, full-time role based in Bengaluru for a Relationship Manager. The Relationship Manager will be responsible for managing and building strong relationships with clients and providing personalized financial advice. Day-to-day tasks include understanding client investment portfolios, offering tailored financial products, providing updates on market trends, and ensuring customer satisfaction. You will also play a key role in client retention and business expansion by actively identifying new opportunities.
Qualifications
- Financial product knowledge, including mutual funds, insurance, unlisted stocks, equity/derivatives trading, structured products, and PMS/AIF
- Strong relationship management and client servicing skills to foster trust and long-term partnerships
- Analytical abilities to assess client needs and align them with appropriate financial solutions
- Excellent communication, presentation, and interpersonal skills
- Ability to meet targets and make effective decisions under pressure
- Proficiency in financial tools, market updates, and investment strategies
- Bachelor’s degree in finance, business management, or a related field (Master’s degree is a plus)
- Prior experience in wealth management or financial advisory services is highly desirable
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