Job id : 160710
Relationship Executive
Relationship Executive
Bangalore
2 weeks ago
32 Applied
JOB ID:160710
Job details
Job Type
Full Time
Functional Area
Investment/Corporate/Retail Banking/ Insurance
Industry
Banking/Financial Services/Insurance
Education
Not Specified
Experience Required
1 - 5 Yrs
Key Skills Required
interpersonal communication abilities, account management, asset allocation, client acquisition, asset management, risk assessment, customer service, customer retention, communication skills
Other Skills Required
Job Description
This opening is for a 'WORK FROM OFFICE' role in Whitefield, Bangalore and it requires candidates living within 7-10 km radius with their own transportation.Outstation candidates NEED NOT apply.Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profile
https://www.linkedin.com/in/sharathmascarenhas/Your Roles & Responsibilities will include:
https://www.linkedin.com/in/sharathmascarenhas/Your Roles & Responsibilities will include:
- Explaining the pros and cons of various investment strategies, answeri
This opening is for a 'WORK FROM OFFICE' role in Whitefield, Bangalore and it requires candidates living within 7-10 km radius with their own transportation.Outstation candidates NEED NOT apply.Job Description:We are a 'Reference-Only' financial coaching practice managing over 160 Crores in AUM across various asset classes. Our company is looking for knowledgeable & responsible financial advisors to join our team who will be responsible for providing financial guidance to our high-net-worth clients in order to help them accomplish their financial goals & educate them about their financial objectives and risk tolerance and then recommend an appropriate financial planning strategy with a very generous un-capped incentive structure for working in the best interests of our customersYou can learn more by visiting the founder's LinkedIn profile
https://www.linkedin.com/in/sharathmascarenhas/Your Roles & Responsibilities will include:
What You can Expect :
https://www.linkedin.com/in/sharathmascarenhas/Your Roles & Responsibilities will include:
- Explaining the pros and cons of various investment strategies, answering all finance-related questions, and addressing clients’ concerns.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Developing financial plans to help clients achieve their long-term, mid-term and short-term financial goals.
- Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
- Completing and submitting investment-related documents, including application withdrawal forms and tax proofs
- Performing day-to-day administrative tasks, such as responding to emails, calls, and escalations from clients and vendors
- Identifying common problems and escalating them to management, along with possible suggestions for improvement, wherever possible.
- An effective communicator with excellent written and verbal communication along with excellent interpersonal skills.
- Good analytical and problem-solving skills with a fine eye for details.
- Self-motivated and confident with a strong work ethic and ability to work independently without much supervision.
- Highly organized and punctual with an ability to multi-task in a fast-paced, customer-centric work culture.
- Increase revenues of your accounts by a minimum of 50% in 12 months.
- Have a 100% engagement every quarter with all accounts assigned to you to discover changes in their financial lives and update their portfolios accordingly.
Deliver exemplary services leading a Net Promotor Score (NPS) of 9 & above. - Timely and Accurate updating of records on the CRM & our Personal Finances Application.
Increase accounts by a minimum 25% via soliciting new clients through referrals and other business development activities.
What You can Expect :
- Work-Life Balance with Fixed Shifts from 9:30am to 6:30pm provided you complete your day's work.
- No Deductions: The salary discussed will have no deductions except standard tax deductions
- Nature of the Job: This is a desk job with NO Fieldwork or Telecalling.
- Uncapped Incentives Structure: While the incentive structure is 'Uncapped', it is designed to reward individuals who imbibe the culture of recommending what is best for our customers and following a strict set of SOPs
- Candidates with prior experience in providing quality advice on personal finances, mutual funds, stocks and insurance to high-net-worth individuals is preferred.
- Candidates with prior experience in providing top-notch and delightful customer experience to High Networth Individuals & Affluent Families
About Company
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