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Position Details:
Position Relationship Manager @ My Money Management
Company Name My Money Management
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 Website :

Company Profile : At MMM we support our clients to plan and achieve their future financial goals. Creating and designing a financial plan is an art which we practice at MMM. We utilize the tools of asset allocation after a thorough fact-finding process.

Our financial planners and back office are good listeners.  They follow the process of guiding our clients with the highest level of ethics and integrity. They form the support system of the organization. At MMM we believe in providing extraordinary services. Our culture is to keep on learning.
The vision of MMM is to create wealth for our clients and transform their lives.

Job Location : MUMBAI

Job Profile & Responsibilities : 

  • Meeting set of existing clients to review their portfolio
  • Handling service request of all clients and fulfilling them to satisfaction.
  • Doing regular review of client’s investment portfolio.
  • Updating clients on new products and offerings.
  • Creating opportunities of cross sell through excellent service delivery.
  • Generating new referrals from existing set of clients.
  • Acquisition of new clients.

Candidates Profile 

  • CFP/MBA – Finance
  • Fresher or 6 months experience.
  • Candidates with service cum sales experience will be preferred. – females preferable

Salary : Salary is with good incentive structure

Additional Details : Client Base 542, Current Staff Strength 7,  Office Located At Santacruz East 30 Minutes Away From Railway Station

Interested candidates can mail their updated resumes at “ with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 24/06/2017

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