Company Overview

AASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a comprehensive range of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services, SIPs, Fixed Deposit Services, Portfolio Management, Investment Management, Securities and Broking. Our philosophy is to provide clients with a complete 360°, end-to-end wealth management and risk management solutions.

Job Overview

We are seeking a Relationship Manager to join our team at AASTHA FINTECH PVT. LTD., a leading Wealth Management and Financial Consulting company in Surat, Gujarat. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and providing personalized wealth management and risk management solutions. This is a full-time position based in Surat, Gujarat, India.

Qualifications and Skills

• Fresher with less than 1 year of experience
• Degree in Business, Finance, or a related field
• Strong critical thinking and problem-solving abilities
• Excellent interpersonal and communication skills
• Ability to develop and execute business strategies
• Proactive attitude and strong business development skills

Roles and Responsibilities

• Build and maintain strong, long-lasting relationships with clients
• Understand clients' financial goals and objectives
• Provide personalized wealth management and risk management solutions
• Develop and implement strategies to grow client portfolio
• Identify opportunities for cross-selling and up-selling
• Stay updated with market trends and industry developments
• Collaborate with internal teams to ensure client satisfaction
• Prepare reports and presentations for clients
• Handle client queries and resolve any issues promptly