Relationship Manager

Company Description

Rurash Financial Pvt. Ltd offers financial solutions to enhance investor wealth and create a legacy. As a boutique investment advisory firm transitioning into a leading fin-tech venture in India, we excel in providing tailored solutions and service excellence. With a profound understanding of wealth and various asset categories, we guide investors through the evolving economic landscape towards promising investment choices.

Role Description

This is a full-time Relationship Manager role at Rurash Financials Private Limited located in Bengaluru. As a Relationship Manager, you will be responsible for managing client portfolios, providing financial advice, and fostering long-term relationships with investors. This on-site role involves understanding client needs, recommending suitable investment products, and ensuring client satisfaction.

Qualifications
 Financial advisory, Wealth Management, and Investment Planning skills
 Excellent communication and interpersonal skills
 Ability to analyze financial data and market trends
 Client relationship management and customer service skills
 Knowledge of investment products such as Mutual Funds, Equities, and Insurance
 Bachelor's degree in Finance, Economics, Business, or related field
 Relevant certifications like CFP, CFA, or NISM
 Experience in the financial services industry is a plus,