RM - IFA - Baroda

Job Description

Overview

With a keen understanding of market trends and customer needs, the RM will play a pivotal role in ensuring client retention and satisfaction, which are vital for the organization's sustained performance in a competitive market.

• Develop and maintain positive relationships with clients to ensure high levels of satisfaction.
• Provide expert advice on investment strategies, portfolio management, and financial planning techniques.
• Conduct regular meetings with clients to review their financial objectives and investment performance.
• Identify potential clients through networking and market research to expand the client base.
• Perform comprehensive financial analyses to support clients investment decisions.
• Prepare tailored financial plans based on clients individual goals and risk profiles.
• Educate clients on products and services available and how they fit into their financial plans.
• Collaborate with internal teams to ensure seamless service delivery and operational efficiency.
• Stay updated on market trends and regulatory changes affecting the financial services industry.
• Resolve client inquiries and complaints promptly and effectively to maintain client trust.
• Track client interactions and performance metrics to refine service strategies.
• Develop and implement client retention strategies to improve loyalty.
• Conduct follow-ups on new leads and referrals to convert prospects into clients.
• Facilitate workshops and seminars to educate clients on investment opportunities.
• Prepare and present financial reports to clients to highlight performance and opportunities for growth.

• Bachelor's degree in Finance, Business Administration, or a related field.
• Proven experience as a Relationship Manager or in a similar financial advisory role.
• Strong knowledge of financial products, investment strategies, and market trends.
• Excellent communication and interpersonal skills for building client relationships.
• Proficient in financial analysis and investment planning tools.
• Demonstrated abilities in sales and customer service.
• Certifications such as CFP, CFA, or equivalent are preferred.
• Strong problem-solving skills and the ability to think analytically.
• Experience in conducting financial seminars and educational workshops.
• Ability to work independently and as part of a team.
• High ethical standards and professional integrity.
• Proficient in using CRM software and Microsoft Office Suite.
• Flexibility and adaptability to changing market conditions.
• Strong organizational skills and attention to detail.
• Willingness to travel within the region as required.
• Fluency in English and local languages is a plus.

Skills: financial planning,interpersonal skills,client retention strategies,problem-solving,investment strategies,time management,ifa,crm software,artifact analysis,microsoft office suite,communication,amc,financial analysis,market research,portfolio management,problem solving,sales and customer service,team collaboration,mutual funds,negotiation skills,client relationship management,communication skills