Wealth - Relationship Managers Job in Systematix Shares And Stocks (india) Limited

Wealth - Relationship Managers

Systematix Shares And Stocks (india) Limited 4+ weeks ago

Mumbai, Maharashtra
Not Disclosed
Full-time
Permanent

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Job Summary Job Code : RELATIONSHIP MANAGERS - WEALTH MANAGEMENT DESK Post : WEALTH - RELATIONSHIP MANAGERS Qualification : CA / MBA /CFA/ CFP Location : BKC Mumbai Experience : 3-5 years relevant experience in marketing Wealth Management services No. Of Positions : 1 Job Description : Acquiring new HNI / UHNI Clients for the company s Wealth Management Desk. Building an objective target-based pipeline of leads and client conversions. Marketing of AIF / Mutual fund schemes / Equities / Commodities/E Broking and other Financial Products to HNI and Corporate clients with connect of existing clients Preparing Investment Plans and PPTs for prospects and clients. Scaling up existing wallet share of existing clients. Ability to lead and guide Asst. Relationship Managers (ARMs) and Service Managers (SMs) to execute investment decisions. Key Responsibilties : Acquiring new HNI / UHNI Clients

Company Profile :

Systematix Group is a professionally managed Mumbai based niche player in the Financial Services Market with a pan India presence through Branches and franchisee network. The group offers a rich spectrum of financial services encompassing Merchant Banking, Capital Market Services, and Consulting & Broking. For our exponentially growing business and ambitious plans.

Above position call for excellent communication, presentation, networking and entrepreneurial abilities. Compensation would be at par with the Industry and would not be a constraint for right Candidate. Interested candidate should apply indicating the position to: Email:

Experience Required :

Fresher

Vacancy :

2 - 4 Hires