• Relationship Manager - Financial/Investment Advisory Jobs in Bangalore,India - 25126376

  • DISHA Consulting - Recruitment & Executive Search

Job Description:

Relationship Manager - Financial/Investment Advisory

Education & Experience

Diploma/Bachelor’s/Masters degree in any discipline MBA in Marketing Management preferred

2 to 5+ Years in Financial/Investment Advisory/Stock/Portfolio Management/Wealth Management


- Interfacing with clients and maintaining relationships

- Client Financial Planning Client Investment and Tax Strategies and Client Investments

- Is expected to be equipped with skills and tools necessary to fast track client to financial

and professional success

- Reviewing and monitoring clients financial progress and status regularly

- Implementing customized client strategies

- Opening new accounts and processing investment paperwork

- Writing and executing client financial planning materials

- Running queries and reports with CRM

- Collaborating closely with other Client Relationship employees, as well as members of

- Research, Marketing, Operations, Compliance, and Investment Advisory departments

Skills/ Knowledge

- Excellent communication and listening skills

- The ability to explain complex information clearly and simply

- Good sales and negotiation skills

- An interest in financial products and markets

- Good mathematical and computer skills

- Plenty of drive, initiative and motivation

- An honest and trustworthy manner

- Attention to detail

- The ability to analyse and research information

About Us

- Investment advisory & Wealth Management firm providing goal based financial advisory

- 15 year old wealth advisory firm in Bangalore

- More than Rs1400 Crores of AUM

- Offices in Bangalore,Chennai, Hyderabad and Mumbai

Believe, provide friendly & open working environment to our team Provide strong & continues education, training programs to develop best in class advisory offered by our employees

Sirisha - HR Executive

93803 82729/ 78999 29106

Anjum J - HR Executive

74838 93596/ 85480 32880

DISHA Consulting

RT Nagar, Bangalore 32

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Financial Services/Stockbroking
Functional Area : Banks/Insurance/Financial Services
Role : Mutual Funds, Personal Banking Assets, Portfolio/Fund M
Salary : Rs 4.00 - 8.00 Lacs p.a.
Deadline : 17th May 2020

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