Relationship Manager

Company Description

Winshine Financial Services, based in Mumbai, has been a trusted partner in financial prosperity for over three decades. We specialize in providing personalized investment solutions and wealth management services, offering a diverse portfolio of products such as equities, mutual funds, bonds, insurance, global investments, and more. Guided by unwavering ethics, transparency, and professionalism, we aim to build lasting client relationships through exceptional and customized financial services. Our client-centric approach and commitment to market research enable us to help clients make informed decisions and achieve their financial goals.

Role Description

This is a full-time, on-site Relationship Manager role located in Ghatkopar-Mumbai. The Relationship Manager will be responsible visit at client place for managing client relationships, understanding their financial goals, and providing tailored investment solutions. The role includes advising on various financial products, identifying new business opportunities, developing client portfolios, and ensuring satisfaction through excellent client servicing. The individual will work closely with internal and external stakeholders to meet and exceed revenue and client retention objectives.

Qualifications

• Strong communication, interpersonal, and negotiation skills
• Problem-solving abilities and a consultative approach to client needs
• Minimum of a bachelors degree preferably in finance, business administration, or a related field; relevant certifications like CFP or CFA are a plus
• Freshers are welcome to apply

CTC: Up to Rs. Per Annum

How to Apply:

Mail your CV with expected salary to