Job Description

About company: Bricks Solutions Financial Consultancy is a financial advisory firm specializing in providing comprehensive financial planning and consultancy services. Our expertise spans a wide range of services including financial planning, investment management, tax planning, risk management, and retirement planning. With a focus on personalized solutions, Bricks Solutions Financial Consultancy aims to help clients achieve their financial goals and secure their financial future.

Description: We are looking for a Relationship Manager to join our team in the Gulf region. The ideal candidate should have 2-6 years of experience in relationship management or sales, preferably in the banking or financial services industry. The role requires excellent communication and interpersonal skills, as well as strong analytical and problem-solving abilities. The successful candidate will be responsible for managing and maintaining relationships with clients, identifying their needs and providing solutions to help them achieve their financial goals.

Responsibilities :
Build and maintain strong relationships with clients

Identify clients' financial needs and provide tailored solutions

Cross-sell and upsell financial products and services to clients

Develop and implement strategies to acquire new clients

Collaborate with internal teams to ensure client satisfaction and retention

Analyze market trends and competitor activities to identify new business opportunities

Prepare and deliver presentations and proposals to clients

Skills and Qualifications

Bachelor's degree in business, finance or related field

2-6 years of experience in relationship management or sales, preferably in the banking or financial services industry

Excellent communication and interpersonal skills

Strong analytical and problem-solving abilities

Ability to work independently and as part of a team

Proven track record of meeting and exceeding sales targets

Knowledge of financial products and services

Experience in customer relationship management software

Fluent in English, Hindi, any regional language skills would be a plus

Job Type: Full-time

Pay: AED4,000.00 - AED7,000.00 per month

Experience:

• Direct Sales: 3 years (Preferred)

Language:

• Hindi (Preferred)