Relationship Manager

PA Wealth Advisors; Ludhiana; On-site; INR 500,000 - 800,000; Full time

Job summary

PA Wealth Advisors in Ludhiana, India is seeking a results-driven financial sales advisor to build and manage a portfolio of clients seeking tailored investment solutions. You will identify opportunities, present market insights, and guide clients through product choices.

You will collaborate with marketing and internal teams to implement campaigns, stay compliant with regulations, and meet annual targets while delivering high levels of customer satisfaction.

Responsibilities

• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
• Identify new business opportunities and expand existing client relationships through effective sales strategies.
• Provide expert advice on stock market trends and investment products to clients.
• Manage and meet sales targets while ensuring high levels of customer satisfaction.
• Collaborate with internal teams to develop and implement marketing campaigns and promotional materials.
• Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.

Job description

• Develop and maintain strong relationships with clients to understand their financial goals and provide tailored investment solutions.
• Identify new business opportunities and expand existing client relationships through effective sales strategies.
• Provide expert advice on stock market trends and investment products to clients.
• Manage and meet sales targets while ensuring high levels of customer satisfaction.
• Collaborate with internal teams to develop and implement marketing campaigns and promotional materials.
• Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.