Senior Relationship Manager & Team Leader

4 years

0 Lacs

thane maharashtra india

Posted:2 weeks ago| Platform: Linkedin logo

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Skills Required

planning management portfolio updating communication certification learning macro

Work Mode

On-site

Job Type

Full Time

Job Description

Type: Full Time Location: Thane Description:

Company Name :

Value Wealth

Experience Level :

Minimum 4-5 years work experience

Industry :

Financial Planning, Wealth Management

About the Company :

Value Wealth is a Wealth Management Firm Managing 220 Cr of AUM from 500+ Families, Corporates spread across locations.

Website :

www.valuewealth.in

Responsibility

  • Managing Existing Ultra HNI/HNI/NRI Investor base
  • Conduct Calendarised Portfolio Reviews for the assigned investor base & generating Upsale/Cross Sale and referrals
  • Goal Planning/Financial Planning for existing as well as new referrals for conversion
  • Leading New Client Acquisition and Existing Client RMs, Grooming them.
  • AMC Liasoning and Preparing/updating Monthly Fund Recommendation list

Requirement

  • Graduate/PostGraduate with excellent communication skills & good undertanding of financial services & products
  • NISM VA (Mutual Fund) Certification
  • CFP Certification

Preferred

  • NISM & CFP Certification with Minimum 4-5 years work experience in AMC or Mutual Fund Distribution/Wealth Management setup

Salary Range :

8.4 Lac to 12 lac

Incentives / Bonuses :

Performance based incentive upto 33% of the Fixed CTS calculated/reviewed monthly and paid quarterly (2.5 lac to 4 lac/annum)

Learning Opportunities :

On the job Financial Planning exposure, Team Management exposure, AMC Trainings, Product specific, Investor behavior, Macro environment specific trainings

Other Benefits :

15 paid leaves in a year

Email Subject Line Format :

FPSB Applicant - Senior Relationship Manager Role

Hiring Manager Details

rajesh@valuewealth.in

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