Placements

Attention! This job posting is 68 days old and might be already filled.

Position Details:
Position Relationship Manager @ Plan Ahead Wealth Advisors Pvt Ltd
Company Name Plan Ahead Wealth Advisors Pvt Ltd
Location Mumbai, India
Job Type Relationship Manager
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.

Company Profile Plan Ahead is a SEBI Registered Investment Advisory company. Plan Ahead is a decade old company with clients across India and the world. Plan Ahead aims to add meaning to finances and time to clients’ lives, by providing financial planning & wealth management solutions. It was established in 2003 by Vishal Dhawan and Shalini Dhawan.

Job Profile & Responsibilities : 

  • To increase business by deepening existing client relationships
  • To acquire new HNI clients and pursue new leads and prospecting
  • Organizing customer meets / workshops involving presentations
  • After acquiring client, analyzing client information and preparing investment plans best suited to individual clients’ requirements
  • Suggesting appropriate investments and plans to clients by completing risk profiling and detailed analysis and planning and review of clients’ current wealth and portfolio
  • Monitoring the portfolio of clients and rebalancing on need basis and suggesting entry and exit strategy for the investors
  • Providing clients with information on new and existing products and schemes
  • Keeping himself updated on the financial markets & products (Equities, Mutual Funds, Asset Allocation, Derivatives)
  • Co-owning the AUM and Revenue targets of the company
  • Coordinating with client servicing teams to ensure implementation of investments planJob skills required:
  • This is a field job which involves travelling in the city, so should be able to take sales initiatives and operate independently
  • Should have an excellent track record of sales performance and achievement of revenue targets
  • Should be able to monitor and deliver results on his targets
  • Should have NISM MF certification; NCFM/ IRDA/CFP/CPA etc. would be desirable
  • Experience in the area of broking / investment advisory/ capital markets would be an advantage
  • Should be able to understand stock markets, debt markets, mutual funds, insurance and other assets such as Gold, Real Estate, Commodities
  • Should possess thorough understanding of all relevant taxation and other laws relating to investments
  • Should possess high level of interpersonal skills & be an effective team player
  • Should have very good numerical and analytical skills and flair for finance/ financial markets

Candidates Profile : MBA/ post-graduation / any other professional qualification with minimum 3-4 years sales experience as business development / relationship manager / advisor / planner

Salary As per the industry standards.

Company Website : www.planahead.in

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 21/04/2017

Join CFP Course for High Paying Banking Jobs

37222a

Authorized Education Provider

Copyright © - Ambition Learning Solutions. All Rights Reserved.