Live opening · Posted 7 days ago

Senior Relationship Manager (Wealth Management)

IR2 · Thane, Maharashtra, India (Hybrid)

Linkedin No

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At a glance

The key details from the original listing.

Posted 7 days ago

CompanyIR2

LocationThane, Maharashtra, India (Hybrid)

Work modeNo

Source

Listed7 days ago

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About the role

Description supplied by the original job listing.

Dear All,
We have opening for .
Job Role 1 : Senior Relationship Manager (Wealth Management)
Location - Thane - Wagle Estate
Job Description :
1. Managing Existing HNI, 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.
6. Liasoning and timely business generation from Channel Partners/Referral partners.
7. Leading New Client Onboarding Team & Existing Client RM Team.
Qualification/Skill Sets Required :
1. Graduate/Post Graduate
2. Good understanding of financial services & products
3. Excellent Communication Skills (Hindi, English, Any Regional Language)
4. CFP/CWM Certification
5. Minimum 5 years of Work Experience in relevant job profile with either Mutual Fund House or a Wealth Management setup
Job Role 2 : 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. Good 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
Organization :
Financial Services Pvt Ltd
Job Location :
Opal Square IT Park, Thane (Wagle Estate)Please share your updated cv along withyear of experienceCurrent CTCExpected CTCTentative notice period ( In case of Selection)
Interested can share cv on renuka.ir2@gmail.com or can connect on - What app 8600993582
Pay: ₹25,000.00 - ₹35,000.00 per month
Work Location: In person
Interested can share cvs on renuka.ir2@gmail.com
or can connect on Whats app- 8600993582

Work arrangement
No

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