Alphabet Investment Hiring for Relationship Manager – Wealth Management at Santacruz, Maharashtra Full Time

Specific Responsibilities:

· On boarding of new funds through acquisition of new preferred HNI / Ultra HNI Clients.

· To provide exceptional service to existing clients, deepening relationships and investments from them.

· Acquiring new clients through multiple channels like e-mail marketing, networking, IAP’s and calling

· Prepare financial plans for clients to take them to a goal based approach for their investment.

· Conduct Portfolio reviews for clients taking into consideration current economic scenario, client risk profile and rebalancing portfolio as per asset allocation requirements.

· Preparing MIS and creating relevant reports.

Requirements:

· Graduate / Post Graduate who are interested in making a career in finance.

· Candidate must have excellent communication and presentation skills.

· Candidate must be a team player and work well in a collaborative environment

· Good knowledge of MS Word, Excel & Powerpoint are desirable.

· Candidate must be a self-starter and have the ability to think out-of-the-box

· Strong interpersonal and collaborative skills.

· Ability to get things done in a dynamic and fast paced environment.

· Strong commitment to continuous professional development and improvement of oneself

· Sales experience of at least 1-2 years in wealth management or financial services is preferred

· Knowledge on Mutual Funds, PMS, AIF, Structured products will be preferred.

· Preferable Qualification: CA / CFA / CFP / MBA (or pursuing the same)

Job Types: Full-time, Regular / Permanent, Fresher

Salary: ₹10,000.00 – ₹50,000.00 per month

Benefits:

• Cell phone reimbursement
• Commuter assistance
• Paid sick time
• Work from home

Schedule:

• Day shift

Supplemental pay types:

• Performance bonus
• Yearly bonus

Ability to commute/relocate:

• Santacruz, Santacruz – 400054, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor’s (Preferred)

Experience:

• total work: 2 years (Required)

Speak with the employer
+91 9820108890