Relationship Manager

Job Description

Company Description Univesto Financial Services LLP, based in Kolkata, India, is part of the Univesto financial group founded in 2015. Our firm is dedicated to delivering top-notch financial advice and services to clients through personal financial planning, investment management and insurance needs. Univesto provides personalized, efficient, and reliable advice tailored to each client's unique financial situation. Known for honesty and transparency, Univesto is committed to expanding its offerings and maintaining its reputation as one of the most trusted names in financial services. Role Description This is a full-time on-site role for a Relationship Manager located in Kolkata. The Relationship Manager will be responsible for aquiring new clients, managing client relationships, understanding and addressing client needs, providing personalized financial advice, and presenting creative investment solutions. Day-to-day tasks include handling client inquiries, managing portfolios, conducting market research, and collaborating with other financial professionals to ensure top-quality service delivery. Qualifications Client Relationship Management and Customer Service skills Financial advisory, Investment Management, and Personal Financial Planning experience Excellent Communication and Interpersonal skills Ability to conduct Research and remain informed about market trends Problem-solving and Analytical skills Proficiency in Financial Software and Technology platforms Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degrees or certifications are a plus Prior experience in the financial services industry is highly desirable Show more Show less