Relationship Manager

2 weeks ago

Mahavir Nagar Mumbai Maharashtra, India SIREFA FINSERV PRIVATE LIMITED Full time ₹ 1,80,000 - ₹ 3,60,000 per year
  • 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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