Dear Candidates,

Hiring Relationship Manager

Job Role : Relationship Manager (Wealth Management)

Job Description :

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

5. 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- +91-XXXXXXXXXX

Regards,
Harleen Khuller
HR Consultant | Talent Acquisition Specialist
NPR Connect

+91-+91-XXXXXXXXXX

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

Work Location: In person

📌 Relationship Manager (India)
🏢 Convenify retails
📍 India