B2c Rm

2 months ago

Andheri Mumbai Maharashtra, India Opsbridges technologies and consulting Full time

**Job Summary**

**Location**: Andheri (East)

**Years of Experience Required**: 4 to 8 years

**Responsibilities**
- Initiating and building relationships with prospective investors.
- Generating references through existing investors and managing leads through social media.
- Executing risk profiling, goal planning, objective setting, asset allocation and portfolio structuring for investors.
- Analyzing and restructuring existing portfolios of clients.
- Enhancing overall AUM across different financial products.
- Sustaining business relationships through prudent & meaningful Advisory and prompt delivery.

**Must-Have Skills**
- Understanding of various financial products like MF, PMS, AIFs, Bonds, Insurance etc.
- Excellent Communication & interpersonal skills.
- Knowledge of MS-Excel, word, Power point.
- Strong networking & relationship building skills.
- Result oriented & team player.
- Must be from Assets Under Management (AUM) Domain
- Financial Stock Analyst (Non-Dealer)
- Distributors

**Job Types**: Full-time, Permanent

Application Question(s):

- Do you have experience in AUM (Assets under management)

**Experience**:

- total work: 4 years (preferred)

Work Location: In person

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