Job Title

Relationship Manager - 2 Positions

Job City

Gurugram

Company Profile

The Financial Mall is one of the leading firm serving in the space of personal finance. The Firm is in operation Since 1992 and provides distribution of all financial instruments & investment options like Mutual Funds, Insurance, Real estate, Gold, PMS, AIF, Fixed Deposits, Bonds, etc to people from all walks of life. The Financial Mall today operates out of its three offices in Delhi NCR. It manages all financial assets of clients under one roof through impeccable credibility & support.

Job Profile & Responsibilities

• Client Engagement – Existing Client/ New, Acquisition of New clients.
• Generating referrals from existing clients/ Marketing, Managing Portfolio’s
• Build Portfolio, Track progress, Re-balance as per the risk profile & need, Promoting various marketing strategies, Assisting clients in onboarding & implementation of the advice throughout, Aid in queries & keeping the client informed about the products & services as and when required.
• CRM/Software Data management, handholding clients throughout the financial journey with awesome experience & customer delight.

Prefered Qualifications

Candidates graduated or postgraduate in Commerce/Finance/ Economics/Business Management. Candidates qualified/pursuing CFP/QPFP will be Preferred.

Desired Candidate Profile

Good verbal and written communication skills, Skills in MS Word, Excel, Power point is required, Highly motivated with a desire to learn.

Additional Details

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Salary Range

We wish to communicate it in person with the candidates as we conclude the interview. But rest assured, compensation & growth is usually MUCH MORE than commensurate at our firm (compared with market) basis the progress, drive & integrity demonstrated. Also, in addition to salary, we offer other monetary benefits that take care of our team member’s financial well-being commensurate to his/her skill sets & contribution and/or vintage.

How to Apply

hr@thefinancialmall.com