New Job Relationship Manager _ Wealth Planner In Uttarakhand
|Relationship Manager _ Wealth Planner|
Relationship Manager _ Wealth Planner
Company : Anand Rathi
Salary : ₹3,00,000 - ₹7,50,000 a year
Location : Uttarakhand
Roles and Responsibilities
- Would be responsible for client acquisition and servicing of clients for Investment Advisory
- Regular client meetings
- Servicing the clients via wide range of financial services we have in our kitty ( MF / INSURANCE / HEALTH INSURANCE / BONDS / CORPORATE FD).
- Revenue Generation.
- Should be adaptive to new learnings
- Should have good communication skills
- Should be well social networked & Should have local market.
- Understanding of Financial services would be preferred.
Desired Candidate Profile
An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience Minimum 3-15 yrs in handling Relationship, Sales & Financial Planning of Clients from BFSI sector with good business / market knowledge. Having experience of handling Client Acquisitions and Relationship Management & service.
Desired Skill Set:
- Ability to inspire trust and confidence in clients.
- Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
- Good oral and written communication skills with clarity of thought, speech and expression
- Good interpersonal skills.
- Good Analytical Skills.
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hard working
- Result oriented
Perks and Benefits
Best as per Market // Negotiable over current salary.