टी

Financial Relationship Manager

True Pace Consulting

Gurugram, Haryana, India · पूर्णवेळ

अर्ज करणारे पहिले व्हा

अनुभव: कोणतेही
पगार: INR 300,000 – INR 600,000 / year
रिक्त जागा: 1
पोस्ट केले: ४ तासांपूर्वी

कार्य मोड: कार्यालयात
शिक्षण: कोणताही पदवीधर
पात्रता: कोणताही पदवीधर
सारांश: अर्ज करणे आवश्यक आहे

तुम्ही जिथे काम कराल

नोकरीचे वर्णन

About the Role

This position is for a Financial Relationship Manager based in Gurugram. The role focuses on handling client accounts, supporting investment decisions, and working closely with the sales team to grow business opportunities.

Key Responsibilities

Oversee client portfolios by shaping investment approaches, monitoring performance, and managing risk.
Create tailored financial plans that align with client goals, budgets, and projected outcomes.
Partner with the sales function to identify and pursue fresh business opportunities.

Eligibility

Applications are open to any graduate.

Company Profile

The employer is a leading Indian manufacturer and exporter of oils, gas, and petroleum products.

कौशल्ये

कामगिरी निरीक्षण पोर्टफोलिओ व्यवस्थापन आर्थिक नियोजन जोखिम मूल्यांकन ग्राहक संबंध व्यवस्थापन Budgeting Wealth Management Investment Analysis Sales Collaboration Financial Projections