Job Title

Assistant Manager - Client relations

Job City

Pune

Company Profile

Finnovators Services Pvt Ltd manages over 800 cr Aum with a single goal – to grow and protect investor capital. The services give every investor a chance to leverage the potential of financial freedom and create strong wealth management strategies for themselves. The team simplifies the process of investment and assists clients at every step.

Job Profile & Responsibilities

Connecting with existing investors and helping them to achieve their financial goals. Getting client references and building a new client base. Managing team of 3-5 Service Finnobuddies.

Prefered Qualifications

Qualified CFP or QPFP and have experience in handling HNI clients for at least 2 -3 years.

Desired Candidate Profile

• He/ She need to have a client-centric approach
• Need to have team building and leadership quality.
• Should be able to create and execute the financial plan
• Knowledge of Mutual funds, PMS, and other financial products.
• Good verbal communication and drafting skills.

Additional Details

• Should be able to work independently
• Follow the ethics and guideline laid down by the company.
• Should be willing to go out for clients’ meeting

Salary Range

From - Rs. 3 lakh onwards per annum.

How to Apply

neepa@finnovators.in