Placements

Attention! This job posting is 136 days old and might be already filled.

Position Details:
Position Relationship Manager - Wealth @ Ashika Wealth Advisors
Company Name Ashika Wealth Advisors
Location Mumbai,Kolkata,Delhi, India
Job Type Relationship Manager - Wealth
Job Description

Company Website : www.ashikagroup.com

Company Profile :
 Ashika Group IS one of the fastest growing capital market companies from Eastern India, with more than 24+ years of experience! Our team of more than 300 people serves clients as Stock & Commodity Brokers, Lenders, and Investment Bankers and very recently as Wealth Advisors.

Job Description :

  • Acquiring & managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers.
  • Individually acquire and nurture relationships with the clients through wealth products i.e. Real Estate, Mutual Funds, structured products, NCD etc.
  • Generate new business to achieve defined sales targets.
  • Have complete knowledge of the customer profile in terms of his financial needs, & Risk appetite.
  • Achieve the Targets set in terms of product mix.
  • Achieve the budgeted cross sell targets.

Candidate Profile :


  • MBA – Finance, CA, CFP

Experience3-5 Years

Salary : 6-10 lacs


 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 27/07/2018

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