Advisory Relationship Manager

About the Company

Money Pulse Harvest Private Limited is a dynamic financial services firm dedicated to delivering client-focused investment and financial advice. We prioritize building enduring client relationships through expert counsel, high-quality service, and ongoing support. Our team encompasses specialties in managing client relations, financial advising, research backing, and expanding business opportunities. We foster a professional atmosphere conducive to learning, career advancement, strong performance, and effective teamwork.

Key Responsibilities

• Develop and sustain robust relationships with clients.
• Analyze clients' financial requirements and offer appropriate financial guidance.
• Identify and secure new clients through lead generation.
• Clarify available financial products and investment options to clients.
• Maintain regular follow-ups with clients to address and resolve inquiries.
• Meet predetermined sales targets and revenue goals.
• Keep detailed client files and update customer relationship management systems.
• Adhere strictly to company policies and compliance standards.

Candidate Profile

• Excellent verbal communication skills and adeptness in client interaction.
• Familiarity with financial instruments and market dynamics.
• Experience in sales coupled with relationship management capabilities.
• Focused on achieving goals with a customer-centric approach.

Perks and Benefits

• Competitive salary complemented by performance-based bonuses.
• Opportunities for professional career development and upward mobility.
• Access to training programs and skill enhancement sessions.
• A collaborative and encouraging workplace.