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Position Details:
Position Relationship Managers @ Beyond Life Financial Services LLP
Company Name Beyond Life Financial Services LLP
Location MUMBAI, India
Job Type Relationship Managers
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 : Beyond Life is a specialist financial planning and wealth management company. Started in 2003 by Ravi Jethani the company is today is one the fastest growing companies in the financial planning space. We are a team of 40, totally committed to client interest and excellence in customer service with presence in Mumbai, Delhi and Pune.

Job Location : Mumbai

Job Profile & Responsibilities : 

  • Meet & review existing client portfolios.
  • Follow through on recommendations.
  • Build new business through referrals.
  • Maintain regular client contact & build lasting relationships.

Candidates Profile : 

  • CFP certification through regular pathway Or MBA Finance.
  • Minimum 3 years experience in handling HNI clients (portfolio over 1 Cr.) in wealth management space.
  • Passionate about meeting people and personal finance.
  • Excellent written and spoken English skills.

Salary : 5 lacs – 7 lacs p.a. depending on experience & candidate profile

 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 11/09/2017

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