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Relationship Manager Wealth

1.00 to 6.00 Years   Mumbai City   23 Jul, 2019
Job Circle Hiring For
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 3.0 - 6 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

Relationship Executive / Relationship Manager

  • Age max 35yr.
  • CTC UPTO 6 lac.
  • Any Grad wid investment Advisor Experience of more then 1.5 years
  • Candidates with qualifications like CFP, CWM,NISM - MF Module certification would have an added advantage
  • Candidate with NISM MF Series VA / PGDFP /MFP Certification will have an added advantage
  • Sunday off, 2&4 sat off.
  • 10am to 6.30pm.
  • Branch :- Overall Mumbai.
JOB PROFILE
  • Acquisition of new clients and formulating strategies to increase the client base.
  • Dealing with existing clients.
  • Preparation and execution of financial planning.
  • Regular portfolio review of client.
  • Providing advisory services into various instruments majorly in General Insurance , Mutual Funds, FD,PMS, Bond, Equity, Gold(ETF), & FMP.
  • Approaching need based product to the client through financial planning.
  • Access the portfolio risk according to changing market situation.
  • Generating the revenue primarily through core products.
  • Candidates with experience in direct sales channel . Should have an experience of selling Mutual Funds, Life Insurance, General Insurance, Fixed Income products.
For more details contactNishreen:9028324006Mail your CV :nishreen@jobcircle.co.in

Keyskills :
insurancepmsdvisoryserviceshniacquisitiondirectsalesfixedincomewealthmanagementgeneralinsurancelifeinsurancemutualfundsportfoliorisksaleschannellifeinsurancesales

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