Relationship Manager
6 days ago
- Client Acquisition and Onboarding New Clients through Networking and Other modes of Marketing
- Great love for communication and inter-personal skills and passion towards helping People achieve their Financial Goals.
- Evaluating clients' financial objectives and goals.
- Analyzing clients' current financial circumstances and investment portfolio.
- Recommending investment strategies into Equities, Mutual Funds, Index Funds, ETFs, Insurance, Gold and Financial Plans to clients, depending on Client needs and financial objectives
- Providing advice on investment opportunities and risk management.
- Monitoring and adjusting investment portfolios to meet clients' goals.
- Keeping up-to-date on investment trends and market developments.
- Participating in Training needs of the Firm and imparting training on case to case basis
- Communicating regularly with clients to provide updates on their investments.
- Documenting and reporting investment performance and progress.
- Adhering to legal and ethical standards in financial advising.
- Providing excellent customer service and building lasting relationships with clients.
- Any other requirement on case to case basis as specified by the firm and the partners.
Job Type: Full-time
Pay: ₹15, ₹30,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
- Leave encashment
- Paid time off
Application Question(s):
- Are you residing between Andheri & Borivali?
- Do you have working knowledge of MS Office (Word, Excel & Power-Point)
- Can you communicate in Hindi & English with Team-mates, Clients & Visitors?
Experience:
- total work: 1 year (Preferred)
Work Location: In person
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