Relationship Manager-Wealth

CPROFIT Wealth Management

Company Profile: 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.

Number of Employees / Headcount: 8 nos

Website:www.cprofit.in

Industry: Wealth Management

Function: Sales

Point of Contact for Profiles / Email ID: starter6@multirecruit.com

Number of positions Open: 3 Nos

Mandatory Skills Set:

· Good Communication (Verbal and Oral - English)

· Should Possess Two Wheeler with valid Driving License

Technical Skills: MS-Office

Additional Skill:

Good to have: Local language conversance

Keywords: Relationship Manager, Wealth Management, Banking, Investment Planning, Wealth Relationship Manager, Wealth Manager, HNI, Investment Counsellor.

Job Title / Designation: Relationship Manager-Wealth

Job Description &Key Functions & Roles of the Candidate:

· 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 we also prefer candidates with experience in below aspects:

· 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)

Minimum Education Requirements: B.COM / BBA / ANY COURSE FROM FINANCE STREAM

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