Relationship ManagerFortune9 Securities
Kengeri Satellite Town, Bengaluru · 2-4 yrs · 10 LPA
This role involves managing client portfolios and developing strategic relationships within the investment services sector. The position focuses on maintaining high-quality service for mid-market and individual accounts. You will be responsible for navigating complex financial decision-making processes to support client investment goals.
what you'll do:
- Manage and oversee assigned client portfolios to ensure long-term engagement.
- Cultivate and expand referral and partner networks within the regional market.
- Promote financial products and investment services to prospective and existing clients.
- Use data-driven insights to prioritize outreach efforts and lead generation.
- Guide clients through complex financial decisions and product suitability analysis.
- Maintain accurate records of client interactions and portfolio performance.
why join: Fortune9 Securities operates within the established financial services sector, providing a professional environment for individuals to grow their expertise in portfolio management and client advisory.
message me directly on tal BOSS.
tal saysfortune9 securities is seeking a professional to manage and grow client portfolios in bengaluru.
marketing
mid
Bangalore
crmexcel
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