Relationship Manager Jobs in Mumbai - Synapse-Search Partners

Role Summary:
We’re looking for an experienced and intuitive Assistant to partner to drive efficiencies and support
business leaders to achieve their goals. You will be involved in strategic and critical tasks around client
management, research, presentations, data gathering, planning, decisioning etc.
What You Need to Achieve:
• Build strong relationships across the business.
• Assimilate to new environments and functions seamlessly to make a positive impact for your
An executive from day 1.
• Recognize inefficiencies in the process and make independent and scalable recommendations to
improve efficiency.
• Solve problems intuitively, finding quick and suitable solutions to business issues.
• Prioritize your own and your Executive's workload, ensuring high-quality support is maintained
at all times.
What You'll Be Doing:
• Provide high-quality executive support to your Executive.
• Act as gatekeeper, managing his time and workload to enable him to carry out his goals.
• Manage and maintain calendars; take a proactive forward planning approach to meetings.
• Keep ahead of potential scheduling conflicts; using initiative to find solutions and communicate
changes in a timely manner.
• Build strong relationships across the organization with internal and external stakeholders.
• Act as a go-to point of contact for all internal and external communications; fielding emails and
messages and managing correspondence as appropriate.
• Draft sensitive correspondence and documents for and on behalf of your Executive.
• Participate in preparation for key meetings, preparing papers and taking minutes, and following
up on actions as required.
• Assist in tracking key performance, revenue, customers, productivity parameters including
market trends and competitors.
• Generate periodic dashboards, reports, and analyze information, highlighting areas of concern
and reasons behind it for discussions.
• Work extensively on preparing key client proposals, reports, and other decks.
• Preparation of business review meetings, analysis reports, and other reports as and when
required with MIS, PowerPoint presentation, and review decks.
• Record and handle confidential information with integrity.
What You'll Need:
• Experience in the Financial Services sector would be good to have
• Experience in seamlessly supporting multiple business leaders
• Bachelor’s Degree + CFP / CFA
• Excellent written and verbal communication skills in English
• Ability to execute each project flawlessly with a positive “can-do” attitude
• You thrive in fast-paced, changing environments
• You love solving problems

NICE TO HAVE:
• Ability to build reports.
• Project management experience.
• Understanding of insurance space.
• Proven track record of dealing with HNI / UHNI.

What’s in it for you?
• Work directly with a leader who has a legacy in the Wealth Management space.
• Opportunity to learn about financial planning from the best in the industry.
• The position represents an excellent opportunity to work in a fast-paced entrepreneurial setup
with high growth potential.
• Potential to represent and become a certified planner in the industry.
• Being a part of the company doing something really amazing & meaningful.
• Platform for learning & Growing far beyond your current horizon.