Relationship Manager Jobs in Bangalore - CPROFIT Wealth Management
Job Description
- Industry: Wealth Management
- Function: Sales
- Point of Contact for Profiles / Email ID:
- Number of positions Open: 3 Nos
- Good Communication (Verbal and Oral - English)
- Should Possess Two Wheeler with valid Driving License
- Technical Skills: MS-Office
- Good to have: Local language conversance
- Keywords: Relationship Manager, Wealth Management, Banking, Investment Planning, Wealth Relationship Manager, Wealth Manager, HNI, Investment Counselor.
- Job Title / Designation: Relationship Manager-Wealth
- Advise clients after analyzing their investment needs and facilitating the execution
- Create new and expand existing High Net worth clientele/Corporate relationship
- Ensure high level of client service orientation and application of company policy
- Update the investors on the latest developments/new products or product enhancements to further strengthen the relationship
- Review the overall portfolio to have a proper balance on Asset allocation
- Plan and conduct activities/meets for prospective and existing clientele
- Responsible for Revenue generation and achievement of targets.
- Cross Selling Life Insurance, General Insurance
- Building Client Relationship
- Minimum/Maximum/ Work Experience Required: Experienced with 1-2 years in financial service Industry preferred / even Freshers with passion in Wealth management
- Although we welcome freshers
- Portfolio management
- Mutual Fund Advisory
- Equity Advisory
- New Customer Acquisition
- IPO, OFS
- Selling Prepaid Brokerage Plans
- Enroll Customer’s for Investment Education Program
- Experience in related field would have added advantage.
- Annual CTC: INR 1.8 Lakh(s)-INR 3.6 lakh(s)
- Location(s) of Job: Jayanagar, Bangalore (Anywhere in Karnataka are preferred)
- Additional Certification (Preferable):
- AMFI certified NISM - Mutual Fund Distribution Certification Examination
- Mutual Funds: A Beginners' Module
- NISM-Series-VIII: Equity Derivatives Certification Examination
- Academic Projects related to Finance and Investments
- No of rounds of Interviews: Two
- Work Timings / Working Days: 6 day/ week. Working timing:9.30am -6pm on 5 days; Saturday-9.30am-3pm
- Travel & Allowance: Petrol allowance and Mobile allowance; Health Insurance cover, Personal accident cover and Bonus to be paid on confirmation and after completion of 6 months in the system
- Relocation & Reimbursement: NA
- Is this position new or replacement: New
- How long is this position open: for 3-6 months
Job Particulars
About Company
cPROFIT is a Wealth Management
company whose inclusive and sensible strategy have won many trusted
relationships with High Net-worth Individuals, Corporates, Trusts and
Institutions due to its ability to analyze and understand Investment needs of
its clientele.
Financial Planning is the process of meeting your life goals through proper
asset allocation. In simple words, its a blue print which can help you to
achieve your goals and objectives for the future. It gives a holistic
approach towards your investments.
While we encourage our customers to take up financial planning before
initiating the investment process, it is our moral duty to educate and make
everyone understand the nuances in the system with our customized Financial
Planning tool by upholding our VISION.
