• Relationship Manager Jobs in Mumbai,India

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Job Description:

Position Details Position Relationship Manager Plan Ahead Wealth Advisor Pvt Ltd Company Name Plan Ahead Wealth Advisor Pvt Ltd Location MUMBAI, India Job Type Relationship Manager Job Description Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain Please refer to the job descriptions for your reference

Company Website http//wwwplanaheadin/

Company Profile Plan Ahead is the Winner of the Best Investment Advisor 2016 by Outlook Money, Indias leading personal finance magazine Plan Ahead is a SEBI Registered Investment Advisor Plan Ahead aims to add meaning to finances and time to clients lives, by providing financial planning & wealth management solutions It was established in 2003 by Vishal Dhawan and Shalini Dhawan More details are available on wwwplanaheadin

Job Location Mumbai

To increase business by deepening existing client relationships

To acquire new HNI clients and pursue new leads and prospecting

Organizing customer meets/workshops involving presentations

After acquiring client, analyzing client information and preparing investment plans best suited to individual clients requirements

Suggesting appropriate investments and plans to clients by completing risk profiling and detailed analysis and planning and review of clients current wealth and portfolio under the guidance of investment advisor

Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors under the guidance of investment advisor

Providing clients with information on new and existing products and schemes under the guidance of investment advisor

Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Derivatives)

Co-owning the AUM and Revenue targets of the company

Coordinating with client servicing teams to ensure implementation of investments plan

Candidates Profile

This is a field job which involves traveling in the city, so should be able to take sales initiatives and operate independently

Should have an excellent track record of sales performance and achievement of revenue targets

Should be able to monitor and deliver results on his targets

Should have NISM MF certification; NCFM/ IRDA/CFP/CPA etc would be desirable

Experience in the area of broking/investment advisory/ capital markets would be an advantage

Should be able to understand stock markets, debt markets, mutual funds, insurance and other assets such as Gold, Real Estate, Commodities

Should possess thorough understanding of all relevant taxation and other laws relating to investments

Should possess high level of interpersonal skills & be an effective team player

Should have very good numerical and analytical skills and flair for finance/ financial markets

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 11th Mar 2020

Key Skills:

Company Profile:

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