• Relationship Manager Ltd. Jobs in Mumbai,India - 24961272

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Job Description:

Position Details Position Relationship Manager Optima Money Managers Pvt Ltd Company Name Optima Money Managers Pvt Ltd Location Goregaon East,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 Profile Optima Money Managers Pvt Ltd is a leading wealth management companyOptima Money Managers Pvt Ltd is a professionally managed company led by business professionals comprising of Certified Financial Planners, Chartered Accountants & Management Graduates with several years of experience in Financial Planning, Wealth Management, Estate Planning, Business Management, Internal Audit, Corporate Training and Tax advisory services We are committed to work with our clients to deliver cutting edge solutions that help them to achieve their objectives

Experience Minimum 3 years of experience as a Relationship Manager in Wealth Management

Job Profile & Responsibilities

Setting up meetings with new clients

Maintaining relationships with existing clients and engaging with them so that further sales can be generated

Researching the latest products and regulations

Looking for new sales opportunities

Generation of leads by doing various activities

Nurturing the above leads

Understanding their needs and then generating revenues by offering financial products to them like MF, insurance, FDs, Bonds , IPOs etc

Generating more revenues from the clients which exists in the system already

Candidate Profile

Graduate/ Post Graduate with CFPCM/ AFP Certification

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

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Educational/Training, Research/Surveyor/MR
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Cost Accounting/ ICWA
Salary : As per Industry Standards
Deadline : 06th May 2020

Key Skills:

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