Role: Relationship Manager
About the Job
Investment Advisory Sales & Business Development
A funded fast-growing personal finance advisory platform looking for bright &
growth-oriented candidates who will work directly with the founders as part of the
core team.
Candidate Eligibility Criteria
● Acquiring clients on investment planning, goal-based financial planning, and
asset allocation strategies.
● Preparing reports and presentations for investor awareness and client
engagement.
● Educating potentials clients regarding the various services offered by the firm
in an office or online meeting
● New client conversions.
Miscellaneous Details
● Mon to Fri full day working (9:30 am to 6:30 pm).
● Work from Office Role; Meeting clients face to face when required.
● You will be working directly with the founders in the core team.
● Must have experience dealing with HNIs/UHNIs
● Managing Mutual Funds or overseeing AUM ( Assets Under Management )
● Independently managing a substantial AUM.
Requirements:
● Education Background Finance/ Marketing/Sales.
● Work Experience (yrs) Min. 3 years & Max 15 years in Sales/Wealth
Management/Banking.
● Work Profile Acquiring HUI/UHNI clients in wealth/portfolio
management/mutual funds/financial planning.
Communication
Good Written and Spoken English Communication Skills
Soft Skills
Presentable; Good Interpersonal skills; quick learner, ownership mindset