Relationship Manager - Wealth Management (Maharashtra)

Relationship Manager - Wealth Management (Maharashtra)

03 Aug
|
waterfront family office
|
Maharashtra

03 Aug

waterfront family office

Maharashtra

About us - Waterfront Capital is a 360 degree Financial Services outfit from Mumbai We work extensively with high net worth individuals with the below value adds to their portfolio across spectrum Open Product Architecture in true form - Transparent Unbiased Client Centric 360 Degree Financial Services Solution Managed by Seasoned Professionals Superior Returns with Low Cost Model Cutting Edge Technology with Advanced Research Methodologies Living a corporate life was keeping all of us busy and occupied with loads of unavoidable things coming our way Due to this heavy engagement we could not find time to add real value to our client s requirements portfolios at large Hence after working for over a decade now we decided to come together for providing clients a platform with world class infrastructure in the Financial Services domain Waterfront Capital is the idea incubated for over 6 months before being available for clients from June 2021 We specialize in the field of Equity Fixed Income Insurance Retirement Planning Loans Real Estate Advisory Residency Programs Succession Planning across clients in India International land - This role is only for those who eat breathe sleep advisory business There s nothing in this world that makes you happier than closing the clients with best results and highest value addition in the most efficient way The role is for candidates looking to make serious career in the advisory business Your role will be to identify and hand-hold these HNI clients for all their financial services requirements at large Role Responsibility - Meet clients understand their needs and hand-hold them through the process of Investments Have a good understanding on Insurance Mutual Funds Financial Services Products Handle end to end client servicing and business development for the company Able to structure deals and develop strong client relationships and increase revenue for the company Responsible for all the revenue targets for Waterfront Capital Coordinate with the internal teams to execute close deals seamlessly Support the Client with their future requirements cross sell other products from the company Qualities Needed - A commercially astute and customer focused individual with a solid sales track record and a proven ability to foster strong business relationship Candidate should ideally have an inclination to meet clients conduct sales Start-up attitude quick execution self-drive and willingness to work long hours Good written and verbal communication skills able to deliver clear concise information to clients and team ability to multitask Thinker Doer 40 60 Feel free to connect for any further information that may be needed from our end Thank you have a excellent day ahead Job Types Full-time Permanent Fresher Pay 300 000 00 - 600 000 00 per year Benefits Cell phone reimbursement Work Location In person

📌 Relationship Manager - Wealth Management (Maharashtra)
🏢 waterfront family office
📍 Maharashtra

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