Senior Relationship Manager

Job Description

Job description Kindly Find the job described below_Relationship Manager Archers Wealth is a well-established & decade old reputed Wealth Management firm, based in city of Pune, is looking to Hire Marketing /Business Development Manager. This is an integral Role within a small team reporting to the Head of Marketing. This role is ideal for a candidate who is to be involved in the full marketing & business development having a high level of input working closely with business stakeholders. Responsibilities Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Assess client’s overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas Keep abreast of new industry’s trends and research market to back up financial consulting Oversee the course of the financial plan and update it, if necessary, to ensure profits Comply with all industry rules and regulations Understands and adheres to the company’s risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions. Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goals Monitoring client portfolios to ensure these meet their progress and target requirements Providing tax, income, and estate guidance for clients while being able to answer questions Regularly attending training sessions to stay up-to-date with regulatory or industry changes Assisting with marketing and communications to help grow their customer base Proactively resolving or preventing banking or portfolio problems Educating clients to ensure they understand how their money is being managed Requirements and skills Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience Track record of successful financial guidance Ability to analyse market’s financial data and to provide appropriate data-based advice Strong communication, negotiation and presentation skills Accuracy, attention to detail and the ability to explain complex information clearly and simply Excellent PC knowledge and ability to operate database systems Must have experience 5 to 6 year. Location: Baner, Balewadi High-Street - 2, Pune - 411045. Interview Scheduled: Walking Website : archerswealth.in / archerswealth.co Contact: support@archerswealth.co Number: 9284485922 Achivment: https://archerswealth.in/achievements.html Job Types: Full-time, Permanent Benefits: Cell phone reimbursement Internet reimbursement Paid sick time Schedule: Day shift Ability to commute/relocate: Baner, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred) Job Types: Full-time, Permanent Pay: ₹350,000.00 - ₹500,000.00 per year Benefits: Cell phone reimbursement Paid sick time Paid time off Schedule: Day shift Monday to Friday Supplemental Pay: Performance bonus Work Location: In person Speak with the employer +91 9284485922