Financial Relationship Manager

About the Role

This position is for a Financial Relationship Manager based in Gurugram. The role focuses on handling client accounts, supporting investment decisions, and working closely with the sales team to grow business opportunities.

Key Responsibilities

• Oversee client portfolios by shaping investment approaches, monitoring performance, and managing risk.
• Create tailored financial plans that align with client goals, budgets, and projected outcomes.
• Partner with the sales function to identify and pursue fresh business opportunities.

Eligibility

Applications are open to any graduate.

Company Profile

The employer is a leading Indian manufacturer and exporter of oils, gas, and petroleum products.