As a 'Relationship Manager' at SATGURU WEALTH, you will play a crucial role in building and maintaining strong relationships with our clients. Your expertise in MS-Office, MS PowerPoint, MS Excel, and MS Word will be essential in creating impactful presentations and reports for our clients.
Key responsibilities:
1. Develop and execute strategies to attract and retain clients
2. Provide personalized financial planning and investment advice to clients
3. Conduct regular portfolio reviews and recommend adjustments as needed
4. Collaborate with internal teams to ensure client needs are met
5. Stay up-to-date on market trends and industry regulations
6. Prepare and deliver presentations to educate clients on financial strategies
7. Track and report on client interactions and results to management
If you are a detail-oriented individual with excellent communication skills and a passion for helping clients achieve their financial goals, we want you to join our team at SATGURU WEALTH. Apply now to take your career to the next level!
1. Candidates with minimum 1 years of experience.
Annual CTC: ₹ 2,00,000 - 3,00,000 /year
Annual CTC breakup:
1. Fixed pay: ₹ 1,00,000 - 1,50,000 /year
2. Variable pay: ₹ 1,00,000 - 1,50,000 /year
We are a goal-driven team who tend to ensure financial goals with utmost effectiveness and proactive investment plans. Our main objective is to provide fine financial with credibility to our clients and for the same we offer various services in order to enhance our clients financial and investment driven needs for their short term and long term goals. We are specialized in insurance, tax laws and mutual fund investments.
