New Job Relationship Manager _ Wealth Planner In Uttarakhand

Relationship Manager _ Wealth Planner
Relationship Manager _ Wealth Planner

Relationship Manager _ Wealth Planner

Company : Anand Rathi
Salary : ₹3,00,000 - ₹7,50,000 a year
Location : Uttarakhand

Full Description

From 2 to 7 year(s) of experience
₹ 3,00,000 - 7,50,000 P.A.

Dehradun, Lucknow

Job Description

Job description

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

Qualifications: -

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.

General Competencies:

  • 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.

Relationship Manager
3,00,000 - 7,50,000 P.A.
Investment Banking / Venture Capital / Private Equity
Functional Area:
BFSI, Investments & Trading
Role Category:
General Insurance
Employment Type:
Full Time, Permanent
Key Skills

Wealth Management

Investment Banking

Mutual Funds

Relationship Management


Any Graduate
Any Postgraduate

Company Profile

anand rathi
Anand Rathi Group is one of India€™s fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .