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Position Details:
Position Relationship Manager at 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 : Wealth Management And Financial Advisors , Real Estate Advisor (Purely For Investments)

Job Location Mumbai.

Client Base 542 , Current Staff Strength 7 ,  Office Located At Santacruz East 30 Seconds Away From Railway Staion

Candidates Profile :

  •  CFP/MBA - Finance.
  • 6 - 12 months experience.
  • Candidates with service cum sales experience will be preferred.


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.

Salary : As per standard.

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 08/08/2017

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