Relationship Manager - Wealth Management Samar Capital

3.0 - 8.0 years

0 Lacs

gurugram, haryana, india

On-site

Samar Capital is a wealth and asset management business catering to India's rising affluent class. We are actively hiring across many roles! Role Overview Relationship Managers manage affluent portfolios, acquire clients, and deliver advice with the support of Advisors. Key Responsibilities 1. Client Management - Manage portfolios and reviews 2. Client Acquisition - Referrals - Network building 3. Advisory Execution - Work with Advisors - Document advice 4. CRM & Platform Use - Maintain funnels - Use AI RM-CoPilot Ideal Candidate Characteristics 38 years in affluent wealth Good acquisition ability Strong client communication

Posted 23 hours ago

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Execution Desk Specialist 1 Finance

2.0 - 5.0 years

2 - 5 Lacs

Mumbai, Maharashtra, India

On-site

Keep an eye on the Client s Financial Plan and hold meetings to discuss the action plans progress Assist the members in executing the Financial Plan after understanding the client profile Design the communication strategy for executing the advisory including relevant nudges for the clients Ensuring compliance with quality and safety requirements

Posted 6 months ago

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