Found Description
RELATIONSHIP MANAGER
Location: Pune
Employment Type: Full-Time, On-Site.
Company: Teamone Financial Services Pvt. Ltd.
About Teamone Financial Services
Teamone Financial Services is a well-established financial advisory firm with over 28 years of expertise in Wealth Management, Mutual Funds, and Insurance solutions for HNI and UHNI.
Position Overview
We are seeking an experienced and dynamic Relationship Manager to manage and strengthen relationships with our valued clients. The ideal candidate will possess strong relationship-building skills, a customer-first mindset, and a solid understanding of financial products and services.
Key Responsibilities
- Manage and nurture relationships with HNI and retail clients.
- Conduct regular client meetings, portfolio reviews, and financial discussions.
- Understand client requirements and recommend suitable investment and insurance solutions.
- Manage an existing clien...
Location: Pune
Employment Type: Full-Time, On-Site.
Company: Teamone Financial Services Pvt. Ltd.
About Teamone Financial Services
Teamone Financial Services is a well-established financial advisory firm with over 28 years of expertise in Wealth Management, Mutual Funds, and Insurance solutions for HNI and UHNI.
Position Overview
We are seeking an experienced and dynamic Relationship Manager to manage and strengthen relationships with our valued clients. The ideal candidate will possess strong relationship-building skills, a customer-first mindset, and a solid understanding of financial products and services.
Key Responsibilities
- Manage and nurture relationships with HNI and retail clients.
- Conduct regular client meetings, portfolio reviews, and financial discussions.
- Understand client requirements and recommend suitable investment and insurance solutions.
- Manage an existing clien...