hireejobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Relationship/Wealth Manager

2.00 to 4.00 Years   Mumbai City   20 Jun, 2019
Upcruit Business Services Hiring For
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 2.5 - 4.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

PRE-REQUISITES

  • Any graduate + other professional qualification with minimum 2-3 years sales experience as business development / relationship manager / advisor / planner / wealth manager working in a Private bank/wealth management set up.
  • Should have NISM V A MF certification and NISM X A(Level 1) and NISM X B (Level 2) Investment Advisor certification CFP / CWM / CFA would be added advantage
  • Handle and manage clients.
  • Experience of advising clients across asset classes.
  • Strong analytical skills and ability to work in teams.
  • Candidates having good vintage in their present as well as previous companies
ROLES & RESPONSIBILITIES
  • The Relationship Manager will be Responsible for Acquiring Preferred clients (HNI/Ultra HNI)
  • Finding Potential Clients through different channels (Lead support system, Marketing activities, Own data base, Referral ) and Manage existing client Base .
  • Taking Appointments & meeting the clients on daily basis .
  • Educating and guiding clients on different investment opportunities like Mutual Fund, Insurance etc.
  • Generating , Identifying , Analysing individuals financial goals through Financial Assessment tool and execute the same by providing unbiased solutions.
  • Review Clients portfolio and keep them updated
  • Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process
  • Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.
  • To conduct and assist in organizing seminars, workshops and other business development activities.
  • Excellent track record of sales performance and achievement of targets
  • Comfortable with field job which involves travelling and meeting prospects on a daily basis Strong passion for working in a fast paced and result oriented environment
  • Self-driven and able to take sales initiatives and operate independently within deadlines.
  • Should be able to monitor and deliver results on targets
  • Should be able to understand stock markets, debt markets, mutual funds, insurance and other areas such as Gold, Real Estate, Commodities, Macroeconomics
  • Should possess understanding of all relevant taxation and other laws relating to investments
  • Should have very good numerical and analytical skills and flair for finance/ financial markets
Qualifications: - Graduate /MBA/PGDM (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Keyskills :
salesbankingmanagementinancialfundswealthmutualplanning

APPLY NOW

Relationship/Wealth Manager Related Jobs

© 2019 Hireejobs All Rights Reserved