Relationship Manager

About JadePurple InvestRight Pvt Ltd

JadePurple InvestRight Pvt Ltd is a distinguished wealth management and financial advisory entity dedicated to creating customized financial plans for a wide spectrum of clients such as MSME entrepreneurs, high-net-worth individuals, young professionals, and their families. Boasting over two decades of expertise, the firm delivers an array of services encompassing wealth management, comprehensive financial planning, and investment consultancy aimed at optimizing income, growth, and tax efficiency. The company is anchored by principles of focused relationships, unwavering integrity, proactive guidance, and steadfast trust. Their vision targets becoming the most trusted and widely recognized wealth management firm globally, offering bespoke financial strategies coupled with strong risk management to ensure sustained financial well-being.

Role Overview

The Relationship Manager position based in Guwahati is a full-time, on-site role tasked with cultivating long-standing client relationships. Responsibilities include understanding clients' financial objectives, proposing appropriate wealth management and investment solutions, and performing regular portfolio reviews. The role demands active engagement in client meetings, offering forward-looking financial advice involving tax-saving and risk mitigation strategies. Daily operational duties require maintaining detailed client documentation, liaising with internal specialists, swiftly addressing client inquiries, and upholding exceptional satisfaction levels. Additionally, the manager will identify prospective business avenues, contribute to outreach efforts, and promote the firm's growth through ethical, client-centered advisory.

Qualifications and Skills

• Strong proficiency in client relationship management and customer service.
• Knowledge in financial planning, investment advisory, and fundamentals of tax-saving and risk management.
• Excellent oral and written communication, alongside presentation skills.
• Organizational capabilities with adeptness in managing multiple client portfolios and systematic follow-ups.
• Preferred academic background includes a bachelor’s degree in Finance, Commerce, Business, Economics, or relevant disciplines; professional certifications like CFP or NISM are a plus.
• Prior experience in wealth management, banking, financial services, or financial product sales is advantageous.
• Comfortable using basic digital tools and CRM software.
• Exemplary personal integrity with strict compliance to regulatory and ethical standards.
• Ability to work autonomously while meeting targets ethically and cooperating within a client-focused team.