RS Wealth Management Pvt. Ltd.
Website:
rswealth.in
Job details:
Company Description
RS Wealth Management Pvt. Ltd., established in 2013, is a comprehensive financial solutions provider offering a wide range of services, including trading platforms for Equity, Equity Derivatives, Commodity Derivatives, and Currency Derivatives, as well as Mutual Funds, Insurance, and Digital Signatures. As members of NSE, BSE, and MCX, we cater to a diversified clientele, including corporations, institutions, HNIs, NRIs, and trusts. Headquartered in New Delhi, our expert team is dedicated to delivering personalized and timely services supported by extensive market research. We prioritize building trust and providing clients with innovative solutions to meet their unique financial needs.
Role Description
This is a full-time, on-site Senior Relationship Manager role based in New Delhi. The Senior Relationship Manager will be responsible for managing and expanding client relationships, advising clients on investment products and services, and ensuring personalized financial guidance. The role involves identifying client needs, offering tailored solutions, monitoring portfolios, and collaborating with internal teams to provide seamless client experiences.
Qualifications
- Must be from Share market. Relevant industry experience is mandatory.
- Experienced in new client acquisition.
- Able to generate new leads.
- Strong skills in client relationship management, interpersonal communication, and customer service
- Knowledge of investment products and services, including Equity, Derivatives, Mutual Funds, and Insurance
- Analytical skills and the ability to assess client needs and provide customized financial solutions
- Proficiency in financial markets, portfolio management, and market trends
- Ability to manage multiple clients, prioritize tasks effectively, and deliver timely solutions
- Excellent written and verbal communication skills
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field (MBA or professional certifications like CFA preferred)
- Prior experience in wealth management or financial advisory services is advantageous
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