Dear Candidates,

Hiring Relationship Manager

Job Role : 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

Interested candiddates can share your resume on- [email protected] or WhatsApp me on- (phone hidden) Regards,

Harleen Khuller

HR Consultant | Talent Acquisition Specialist

NPR Connect

+91-(phone hidden)

Pay: ₹30,000.00 - ₹50,000.00 per month

Work Location: In person

📌 Relationship Manager (Wagle Estate)
🏢 Convenify retails
📍 Wagle Estate