Founder at Grow Wealth
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Happy Investor - Relationship Manager - Sales (2-5 yrs)
We are looking to hire relationship managers at Grow Wealth, Rajajinagar, Bangalore.
Anyone with an entrepreneurial mindset, 1-4 years of experience in the private wealth management space with client centric approach and positive approach shall be the perfect fit for this role.
Roles and responsibilities :
1) Responsible for cross selling various financial products like mutual funds, insurance to new set of customers and building depth with existing relationships.
2) Formulating strategies for expanding the client base by providing investment advice to the client.
3) Providing 30 degrees financial assessments services, wealth management services and reviewing portfolios of various client segments
4) Maintaining long term relationship with existing and new clients fr increasing the asset under management (AUM) for the company.
5) Acquiring new clients through networking, database, market intelligence or reference from existing clients.
Check us on www.happyinvestor.in
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