Relationship Manager
4 weeks ago
Location: Delhi & Delhi NCR
Industry: Financial Services, Mutual Funds, PMS, Investment Advisory, Banking
CTC: 25K to 40K per month
Experience: 3-15 Years
Notice Period - Immediate to 30 days
Roles & responsibilities
Acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies
Preparing reports and presentations for investor awareness and client engagement
Educating potentials clients regarding the various services offered by the firm in an office or online meeting
New client conversions
Miscellaneous Details
Mon to Fri full day working (9:30 am to 6:30 pm)
Work from Office Role; Meeting clients face to face when required
You will be working directly with the founders in the core team
Must have experience dealing with HNIs/UHNI
Managing Mutual Funds or overseeing AUM ( Assets Under Management)Independently managing a substantial AUM
Eligibility Criteria
Work Experience (yrs.) Min. 3 years & Max 15 years in Sales/Wealth Management/Banking
Work Profile Acquiring HUI/UHNI clients in wealth/portfolio management/mutual funds/financial planning
Good Written and Spoken English Communication Skills
Candidate must be From Finance Background
Must be Graduate/Post Graduate
Candidates must be from Delhi/Delhi NCR Location
Candidate must have NISM Certificate
Presentable; Good Interpersonal skills; quick learner, ownership mindset
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