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)