Relationship Manager

5

Applications

Mumbai
Full-Time
Junior (1 to 3 years)
3L - 5L (Per Year)
Posted on Oct 16 2022

About the Job

Skills

Equity Research
Business Relationship Management
Investment Management
New Business Development


Relationship Managers

Salary Range – 3 – 4.8 LPA

Designation: Relationship Managers

Location: Mumbai (Colaba)

 

Job Responsibilities include:

The Relationship Managers will be responsible for coordinating with acquiring clients (Affluent & Super Affluent).

Supporting in advising Affluent clients on their Investments and managing their overall financial portfolio.

To research and investigate available investment opportunities/financial market trends to determine whether they fit into the client’s portfolios.

Coordinate with the research team to taking investment decisions for the clients.

To conduct and assist in organizing seminars, workshops, and other business development activities.

Prior experience working in a Broking/Advisory / Wealth management setup.

Handle and manage clients with a minimum investment amount of Rs 25 Lakhs and above.

Candidates having good vintage in their present, as well as previous companies, will be preferred.


Experience

1+ Years for experienced / Freshers with good knowledge of the Share Market


Education & Job Profile Requirement

MBA/PGDBM /CFA.

Fluency in English, Hindi & any one regional language.

 Excellent communication & presentation skills. (Both written, verbal & visual)

 NISM certification preferred. (Valid Mandatory Certificates as per regulatory requirement/s)

About the company

Our executive placement services focus on transformational recruitment. This means the top priority is to identify the right people who can take your organization to the next level by building and encouraging a culture of growth and success. Trust our executive recruiters to find, not only the best candidates, but those who will help take your performance and success to the next level. We ha ...Show More

Industry

Human Resources Services

Company Size

2-10 Employees

Headquarter

Pune

expertiaLogo

Made with heart image from India for the World

Expertia AI Technologies Pvt. Ltd, Sector 1, HSR Layout,
Bangalore 560101
/landingPage/Linkedin.svg/landingPage/Twitter.svg/landingPage/Instagram.svg

© 2024 Expertia AI. Copyright and rights reserved

© 2024 Expertia AI. Copyright and rights reserved