Relationship Manager

Dear Candidates,

We have an excellent opportunity for the profile of Relationship Manager.

Qualification: Graduate, CFP, CWM, CFA-VA

Experience: 3-5 years

Location: Kandivali west

Job Description:

1. Align Meetings for prospective clients.

2. Participate in Customer meetings taking Minutes of meetings and engaging clients

3. Working with seniors on proposals for
Execution.

4. Execution of solution provided.

5. Aligning, Participating and doing review meetings with existing clients connects.

6. Finding out and creating opportunities for Financial well-being presentations in SMEs and Corporates.

7. Participate in cold calling, trade shows and face-to-face networking to develop the client base

8. Gather current financial holdings to evaluate clients financial goals and investment tolerance.

Skills Required:

1. Active Listener.
2. Passionate about making money work harder for clients by
3. Good Communicator.
4. Willing to take extra steps for clients.
5. Comfortable with Excel & MS Word & PPT
6. Entrepreneur mindset.

Job Type: Full-time

Pay: 600,000.00 - 800,000.00 per year

Schedule:

• Morning shift

Experience:

• Relationship management: 3 years (Preferred)
• Finance: 2 years (Preferred)

Work Location: In person

Speak with the employer
+91 7039030614