Relationship Manager

💼 Hiring Now: Relationship Manager

📍 Location: Santacruz West, Mumbai

About Us

LIFE DIGNIFIED (formerly My Money Management), established in 2003, is a trusted financial planning and wealth management company serving 500+ valued clients. We are committed to helping individuals and families achieve their financial goals through personalized financial solutions and exceptional service.

Job Role: We are looking for a dynamic and client-focused Relationship Manager to build long-term relationships with clients, provide financial guidance, and deliver excellent customer service.

Key Responsibilities

• Build and maintain strong relationships with existing and new clients.
• Understand clients' financial goals and recommend suitable investment solutions.
• Guide clients on Mutual Funds, Financial Planning, and Pension Plans.
• Stay updated with market trends and investment opportunities.
• Learn and explain insurance products when required.
• Meet clients personally to build trust and generate referrals.
• Coordinate with the Operations Team for smooth client servicing.
• Ensure a high level of customer satisfaction and long-term engagement.
• EligibilityBachelor's Degree in Commerce, Finance, Business Administration, or a related field.
• Experience in Mutual Funds or Wealth Management is preferred.
• Strong communication and interpersonal skills in English.
• Excellent client handling and relationship-building skills.
• Willingness to travel and meet clients regularly.
• Good organizational and time management skills.

Why Join Us?

✅ Established Wealth Management Firm (Since 2003)

✅ Trusted by 500+ Happy Clients

✅ Career Growth & Learning Opportunities

✅ Professional & Supportive Work Environment

✅ Attractive Salary + Incentives + Performance Rewards

📍 Work Location: Santacruz West, Mumbai

🌐 Website: www.lifedignified.com

📞 Contact: 9821783690

Apply Now and become a part of a company that helps people build a secure financial future!