Personal Finance Specialist / Relationship Manager Fresher Job

Key responsibilities:

1. Acquire new clients through referrals and existing database of clientele
2. Manage the set of existing clients
3. Review the investment portfolios of clients and help the clients to achieve their financial goals by positioning the right value proposition over the period
4. Design comprehensive investment suggestions backed by wise rational
5. Strengthen the relationship with the key clients to enhance the wallet share
6. Scale up the mutual fund/equity advisory segment
7. Work closely with the growth enhancers in a team

Requirements:

1. MBA/PGDBA freshers too can apply
2. CFP or professional certifications preferred
3. Sound knowledge of mutual funds and other financial products/capital markets
4. Good communication skills
5. Female candidates preferred
6. MS Office
7. Personal finance & investments basic knowledge

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