Virtual Relationship Manager - Wealth
Wealth India Financial ServicesFixed
₹30,000 - ₹60,000
Earning Potential
₹60,000
Fixed
₹30,000 - ₹60,000
Earning Potential
₹60,000
Work from Office
Full Time
Min. 6 months
Good (Intermediate / Advanced) EnglishJob highlights
Urgently hiring
29 applicants
Benefits include: PF, Health Insurance
Job Description
● Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.
● Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.
● Provide clear and easy-to-understand guidance on investment concepts and strategies.
● Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.
● Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.
● Build and maintain strong, long-term relationships with clients.
● Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Chennai to get hired quickly.
The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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