Relationship Manager
Relationship Manager3
Applications
3
Applications
About the Job
Skills
Company Profile
A leading Capital Private Limited was incorporated in 2013 with the
name of VSRK Wealth Creator Pvt. Ltd. has been performing its rituals of enhancing
the wealth of its huge client base with its expert personnel and knowledge of both
Traditional and modern Financial Products under Investment guidance Services to
ensure a smooth and amazing satisfaction.
Relationship Manager
About the Job
Investment Advisory Sales & Business Development
A funded fast-growing personal finance advisory platform looking for bright &
growth-oriented candidates who will work directly with the founders as part of the
core team.
Candidate Eligibility Criteria
● Acquiring clients on investment planning, goal-based financial planning, and
asset allocation strategies.
● Preparing reports and presentations for investor awareness and client
engagement.
● Educating potentials clients regarding the various services offered by the firm
in an office or online meeting
● New client conversions Through Mutual Fund, SIP, and Retirement Planning.
Miscellaneous Details
● Mon to Fri full day working (9:30 am to 6:30 pm).
● Work from Office Role; Meeting clients face to face when required.
● You will be working directly with the founders in the core team.
● Must have experience dealing with HNIs/UHNIs
● Managing Mutual Funds or overseeing AUM ( Assets Under Management )
● Independently managing a substantial AUM.
Candidates Eligibility
● Education Background Finance/ Marketing/Sales.
● Work Experience (yrs.) Min. 3 years & Max 15 years in
Sales/Wealth Management/Banking.
● Work Profile Acquiring HUI/UHNI clients in wealth/portfolio
management/mutual funds/financial planning.
CommunicationGood Written and Spoken English Communication Skills
Soft Skills
Presentable; Good Interpersonal skills; quick learner, ownership mindset
About the company
Industry
recruit
Company Size
11-50 Employees
Headquarter
17 ashish park near water...
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