Looking For Relationship Manager

Job Profile:

€¢ Develop and provide solutions to the client€™s basis their requirements

€¢ Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles

€¢ Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM

€¢ Initiate portfolio review of the existing investors in a timely manner

€¢ Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends

€¢ Share regular updates with the investors with regards to the schemes, research papers, etc.

€¢ Conduct regular marketing activities in coordination with the regional marketing team and product team

Must Haves:

€¢ Excellent socializing and relation building skills.

€¢ Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.

€¢ Should be a confident individual and must conduct and present themselves well in front of client

€¢ Able to analyse the requirement of the client€™s basis their financial goals and have strong logical and numerical ability

€¢ Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.

€¢ Should always identify opportunities for greater profit

€¢ Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

Desired Candidate Profiles

€¢ Candidate Should have a minimum 6 month- 4 years years of experience in Wealth Management, Financial Planning & Investment Advisory.

€¢ Possession of requisite certifications will be an added advantage

€¢ Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.

€¢ Should have a proven track record of AUM generation.

Location- Across Mumbai, Maharashtra

• Experience

  2 - 7 Years

• No. of Openings

  1

• Education

  Post Graduate (Post Graduate Diploma, Other Master Degree)

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office