Senior Relationship Manager

3 years

0 Lacs

Posted:5 months ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Company Description Ashvvy Investment Pvt. Ltd. is a financial advisory company based in Kanpur, serving retail, HNI, and UHNI clients since 2000. They are a team of Independent Financial Advisors that design customised wealth portfolios and facilitate goal-based investments. With over 3700 satisfied investors and an AUM of 300+ cr, Ashvvy Investment offers a range of financial services. Role Description This is a full-time on-site role for a Senior Relationship Manager. The Senior Relationship Manager will be responsible for onboarding new clients, managing client relationships, developing customized wealth portfolios, facilitating goal-based investments, and providing financial consultation services to retail, HNI, and UHNI clients. The role is located in Kanpur. Qualifications Financial Consultation and Wealth Management experience 3-5 years NISM 5A (mandatory), CFP or FRM (added Bonus) Client Relationship Management and Communication skills Experience in developing customized wealth portfolios and facilitating goal-based investments Bachelor's degree in Finance, Business, Economics, or related field Show more Show less

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