Relationship Manager

Company Description
At WealthWay Auxiliary Training Private Limited, we provide the gateway to Financial Market and
we give you the best education and training in the field of financial investment. As a part of
WealthWay FX which is a global leader in Financial Investment, our experts have massive
experience from whom you can learn everything about financial investments right from the
beginning.
Role Description
This is a full-time remote role for a Relationship Manager. The Relationship Manager will be
responsible for building and maintaining relationships with clients, assisting them with their
financial investment needs, and providing excellent customer service. The Relationship Manager
will also collaborate with cross-functional teams to identify business opportunities and provide
customized solutions, and will work closely with internal stakeholders to ensure client
satisfaction.
Qualifications
Bachelor's degree in Finance, Business Administration, or a related field
Proven experience in relationship management or customer service roles
Excellent communication and interpersonal skills
Strong problem-solving and decision-making abilities
Knowledge of financial products and investment strategies
Ability to build and maintain strong client relationships
Strong organizational and time management skills
Ability to work independently and as part of a team
Proficiency in Microsoft Office Suite and CRM software
Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst
(CFA) are a plus