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

6. Minimum 3 years of Work Experience in relevant job profile with either Mutual Fund House or a Wealth Management setup

Organization :

Value Wealth Financial Services Pvt Ltd

Job Location :

Opal Square IT Park, Thane (Wagle Estate)

Job Type :

Full Time

Pay: ₹35,000.00 - ₹45,000.00 per month

Experience:

- Direct Client facing role in wealth management industry: 3 years (Preferred)

Work Location: In person

📌 Relationship Manager (Thane)
🏢 Value wealth
📍 Thane