• Relationship Managers Jobs in Mumbai,India - 23796488

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  • 3 - 6 Years
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Job Description:

Position Details Position Relationship Managers Beyond Life Financial Services LLP Company Name Beyond Life Financial Services LLP Location MUMBAI, India Job Type Relationship Managers 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 wwwbeyondlifein

Company Profile Beyond Life is a specialist financial planning and wealth management company Started in 2003 by Ravi Jethani the company is today is one the fastest growing companies in the financial planning space We are a team of 40, totally committed to client interest and excellence in customer service with presence in Mumbai, Delhi and Pune

Job Location Mumbai

Job Profile & Responsibilities

Meet & review existing client portfolios

Follow through on recommendations

Build new business through referrals

Maintain regular client contact & build lasting relationships

Candidates Profile

CFP certification through regular pathway Or MBA Finance

Minimum 3 years experience in handling HNI clients (portfolio over 1 Cr) in wealth management space

Passionate about meeting people and personal finance

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 Apr 2020

Key Skills:

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