Relationship Manager/Financial Advisor Job in Mumbai at Waterfront Capital
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Relationship Manager/Financial Advisor

Mumbai

Start date
Starts Immediately
CTC
2 - 5 LPA
Apply By
3 Nov' 22
Posted 3 weeks ago
Fresher Job
About Waterfront Capital
Waterfront Capital is a 360-degree financial services outfit from Mumbai. We work extensively with high-net-worth individuals with the below value adds to their portfolio across the spectrum. Open product architecture in true form - transparent & unbiased client-centric, 360-degree financial services solution managed by seasoned professionals, superior returns with the low-cost model, and cutting edge technology with advanced research methodologies.
Activity on Internshala
Hiring since October 2022
2 opportunities posted
About the job
Key responsibilities:

1. Meet clients, understand their needs, and hand-hold them through the process of Investments
2. Handle end-to-end client servicing and business development for the company
3. Responsible for all the revenue targets for Waterfront Capital
4. Coordinate with the internal teams to execute & close deals seamlessly
5. Support the client with their future requirements & cross-sell other products from the company

Requirements:

1. Have a good understanding of insurance, mutual funds & financial services products
2. Able to structure deals and develop strong client relationships and increase revenue for the company
3. Candidates with some prior experience as relationship managers or financial advisors would be preferred
Skill(s) required
Client Relationship English Proficiency (Spoken) English Proficiency (Written) MS-Excel Sales and Marketing
Salary

Annual CTC: 2 - 5 LPA (All fixed)

Perks
5 days a week
Number of openings
4

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