Dear All,

We have opening for .

Job Role 1 : Senior Relationship Manager (Wealth Management)

1. Managing Existing HNI, NRI Investor's Portfolios.
2. Conduct calendarized Portfolio Reviews for Existing Investors.
3. Taking care of ongoing Product/Service requirements of the Investors.
4. Upsell & Cross sale from mapped client's/portfolio.
5. Timely referral generation from mapped investors & conversion of References allocated.
6. Liasoning and timely business generation from Channel Partners/Referral partners.
7. Leading New Client Onboarding Team & Existing Client RM Team.

Qualification/Skill Sets Required :
1. Graduate/Post Graduate
2. Good understanding of financial services & products
3. Excellent Communication Skills (Hindi, English, Any Regional Language)
4. CFP/CWM Certification
5. Minimum 5 years of Work Experience in relevant job profile with either Mutual Fund House or a Wealth Management setup

Job Role 2 : Relationship Manager (Wealth Management)

1. Managing Existing MNI, NRI Investor's Portfolios.
2. Conduct calendarized Portfolio Reviews for Existing Investors.
3.



Taking care of ongoing Product/Service requirements of the Investors.
4. Upsell & Cross sale from mapped client's/portfolio.
5. Timely referral generation from mapped investors & conversion of References allocated.

Qualification/Skill Sets Required :
1. Graduate/Post Graduate
2. Valuable understanding of financial services & products
3. Excellent Communication Skills (Hindi, English, Any Regional Language)
4. NISM VA(Mutual Fund) certification.
5. CFP/CWM Certification preferred
6. Minimum 3 years of Work Experience in relevant job profile with either Mutual Fund House or a Wealth Management setup

Organization

Financial Services Pvt Ltd

Job Location : Opal Square IT Park, Thane (Wagle Estate)Please share your updated cv along withyear of experienceCurrent CTCExpected CTCTentative notice period ( In case of Selection)

Interested can share cv on [email protected] or can connect on - What app (phone hidden)

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Senior Relationship Manager (Wealth Management) (Thane)
🏢 IR2
📍 Thane