Junior Relationship Manager Job in Pune at Scripbox

Scripbox is hiring for the role of Associate Relationshi[p Manager!

Responsibilities of the Candidate:

• Engage with the customers regularly and conduct their portfolio reviews.
• Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with it.
• Partner with customers on financial planning and help them chalk out changes required during different life stages.

Requirements:

• Graduate or Postgraduate with 1-3 years of experience in financial services.
• CFP certified will be an added advantage.
• Thorough knowledge &  zeal to learn about financial markets.
• Good communication skills & Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc.
• NISM V-A, certifications - Since these are mandatory certificates from the regulators, either the candidate should have cleared these certificates or will be required to clear this within 60 days from the date of joining.