Job Title

Relationship Manager & Para Planner

Job City

Mumbai

Company Profile

At hi pace wealth, “we believe, it’s simple to be wealthy but it is difficult to be simple.” hi pace wealth brings simplicity on the table to make clients wealthy.

hi pace wealth’s Mission is of Making each 333 families reach, Rs.3 Crores or more Financial Assets, by 2030!” Wouldn’t you want to be part of it?

Job Profile & Responsibilities

As a Relationship Manager and Para-planner, you will be working with the founder to –

• Align Meetings for existing as well as prospective clients.
• Participate in Customer meetings taking Minutes of meetings.
• Working with the founder on Proposal.
• Execution of solution provided.
• Aligning review meetings with existing clients.”

Prefered Qualifications

• Any Graduate or Post Graduate. (Knowledge of Personal Finance Preferred).
• Age – No Bar.

Desired Candidate Profile

• Active Listener.
• Passionate about making money work harder for clients by identifying need and matching the right solution so client reaches goals faster.
• Good Communicator.
• Willing to take extra steps for clients.

Additional Details

In 18-24 months, expect the candidate to be an independent Personal Finance expert and work on Salary + Profit sharing.

Salary Range

From - To 10 to 20K /month and profit sharing after 18-24 months.

How to Apply

himanshu@hipacewealth.com