Relationship Manager

2 weeks ago

Lower Parel Mumbai Maharashtra, India waterfront family office LLP Full time ₹ 3,00,000 - ₹ 6,00,000 per year

About us:-

Waterfront Capital is a 360 degree Financial Services outfit from Mumbai. We work extensively with high net worth individuals with the below value adds to their portfolio across spectrum.

· Open Product Architecture in true form – Transparent & Unbiased

· Client Centric 360 Degree Financial Services Solution

· Managed by Seasoned Professionals

· Superior Returns with Low Cost Model

· Cutting Edge Technology with Advanced Research Methodologies

Living a corporate life was keeping all of us busy and occupied with loads of unavoidable things coming our way. Due to this heavy engagement, we could not find time to add real value to our client's requirements & portfolios at large. Hence, after working for over a decade now, we decided to come together for providing clients a platform with world class infrastructure in the Financial Services domain. Waterfront Capital is the idea incubated for over 6 months before being available for clients from June 2021.

We specialize in the field of Equity, Fixed Income, Insurance & Retirement Planning, Loans, Real Estate Advisory, Residency Programs & Succession Planning across clients in India & International land.

Job Description –

This role is only for those who eat, breathe & sleep advisory business. There's nothing in this world that makes you happier than closing the clients with best results and highest value addition in the most efficient way. The role is for candidates looking to make serious career in the advisory business. Your role will be to identify and hand-hold these HNI clients for all their financial services requirements at large.

Role & Responsibility:-

· Meet clients, understand their needs and hand-hold them through the process of Investments.

· Have a good understanding on Insurance, Mutual Funds & Financial Services Products.

· Handle end to end client servicing and business development for the company.

· Able to structure deals and develop strong client relationships and increase revenue for the company.

· Responsible for all the revenue targets for Waterfront Capital.

· Coordinate with the internal teams to execute & close deals seamlessly.

· Support the Client with their future requirements & cross sell other products from the company.

Qualities Needed:-

· A commercially astute and customer focused individual, with a solid sales track record and a proven ability to foster strong business relationship.

· Candidate should ideally have an inclination to meet clients & conduct sales.

· Start-up attitude: quick execution, self-drive and willingness to work long hours.

· Good written and verbal communication skills, able to deliver clear, concise information to clients and team, ability to multitask.

· Thinker : Doer = 40:60.

Feel free to connect for any further information that may be needed from our end. Thank you & have a great day ahead

Job Types: Full-time, Permanent, Fresher

Pay: ₹300, ₹600,000.00 per year

Benefits:

  • Cell phone reimbursement

Work Location: In person

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