Financial Relationship Manager
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
JOB DESCRIPTION | FINANCIAL REATIONSHIP MANAGER
• KEY RESPONSIBILITIES
• CLIENT CENTRIC PORTFOLIO DESIGN
• CREATE INVESTMENT PLAN FOR CLIENT • EXECUTING INVESTMENT PLAN
• RISK PROFILING OF CLIENT
• EVALUATION OF CLIENTS GOAL AND MAPPING OF INVESTMENT TO GOALS
• CREATING RIGHT ASSET ALLOCATION FOR CLIENT
• CONDUCTING PERIODIC REVIEWS OF PORTFOLIO
• STRONG CLIENT ENGAGEMENT AND MAINAINING STRONG RELATIONSHIP
• CREATING VALUE FOR CLIENT BY DOING WEBINARS / WRITING BLOGS
ACADEMIC QUALIFICATIONS
• POST GRADUATE FROM A PREMIER COLLEGE • UNDERSTANDING OF INVESTMENT
• CFP/FINANCIAL PLANNING COURSE/RELATED QUALIFICATION WILL BE ADDED
ADVANTAGE
• STRONG RELATIONSHIP MANAGEMENT SKILL
• EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILL
PRIOR WORK EXPERIENCE
0-3 YRS.
Role: Investment Advisor
Industry Type: Financial Services
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management
Education
UG: Any Graduate
PG: Any Postgraduate
• KEY RESPONSIBILITIES
• CLIENT CENTRIC PORTFOLIO DESIGN
• CREATE INVESTMENT PLAN FOR CLIENT • EXECUTING INVESTMENT PLAN
• RISK PROFILING OF CLIENT
• EVALUATION OF CLIENTS GOAL AND MAPPING OF INVESTMENT TO GOALS
• CREATING RIGHT ASSET ALLOCATION FOR CLIENT
• CONDUCTING PERIODIC REVIEWS OF PORTFOLIO
• STRONG CLIENT ENGAGEMENT AND MAINAINING STRONG RELATIONSHIP
• CREATING VALUE FOR CLIENT BY DOING WEBINARS / WRITING BLOGS
ACADEMIC QUALIFICATIONS
• POST GRADUATE FROM A PREMIER COLLEGE • UNDERSTANDING OF INVESTMENT
• CFP/FINANCIAL PLANNING COURSE/RELATED QUALIFICATION WILL BE ADDED
ADVANTAGE
• STRONG RELATIONSHIP MANAGEMENT SKILL
• EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILL
PRIOR WORK EXPERIENCE
0-3 YRS.
Role: Investment Advisor
Industry Type: Financial Services
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management
Education
UG: Any Graduate
PG: Any Postgraduate
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