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Manager in Wealth Management | Mutual Fund Division Job in Mumbai at RNB Corporate Services Pvt Ltd

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Manager in Wealth Management | Mutual Fund Division

RNB Corporate Services Pvt Ltd

  Full Time Job

  2.4L-5.4L per annum

  2-3 years

  Posted  30+ days ago

Location
  • Mumbai
Skills Required
  • Account Management
About this Job

The incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Wealth Management.

  • Offering a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net-Worth Individuals, and Families.
  • Conducting a comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile
  • Selling Equity/Debt/Currency/Alternate Investments
  • Responsible for building AUM and revenue generation as per company benchmarks
  • Responsible for meeting cross-sales targets
  • Ensuring high-quality service and key Customer Relationship Management
  • Comply with KYC/SEBI rules, regulations, and legislation

Strengths:

  • Good business sense
  • Product knowledge
  • Result oriented
  • Prospecting and closing skills

Technical skills:

  • Good working knowledge in MS-OFFICE
  • Effective PPT presentations in POWERPOINT
  • Internet savvy

    Notes
  • Exp: 1-2 Year- CTC: 2.4-3.60 LPA
  • Exp: 2-4 Year- CTC: 3.60-5.40 LPA 
Who can apply
Work Experience: 2-3 years
Eligible Graduation Years: 2019, 2018, 2017, 2016, 2015
Min. Percentage: 45
Documents Required

1. Resume

2. ID Proof (e.g. Aadhar Card, PAN Card, etc.)

Job Round

Round 1 :

Telephonic/Skype Interview

Round 2 :

Manager Round

Round 3 :

HR Round

About RNB Corporate Services Pvt Ltd
Rnb Corporate Services Private Limited is a Private incorporated on 30 October 2020. It is classified as Non-govt company and is registered at Registrar of Companies, Mumbai. Its authorized share capital is Rs. 1,000,000 and its paid up capital is Rs. 1,000,000. It is inolved in Activities auxiliary to financial intermediation, except insurance and pension funding.[This Group includes activities involved in or closely related to financial inter-mediation other than insurance and pension funding but not themselves involving financial inter-mediation]. Rnb Corporate Services Private Limited's Annual General Meeting (AGM) was last held on N/A and as per records from Ministry of Corporate Affairs (MCA), its balance sheet was last filed on N/A.
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