Naikwealth - Relationship Manager

- At A D Naik Wealth, we are more than just wealth managers - we are enablers of aspirations With a legacy of excellence spanning 35 years, we are managing assets worth over Rs. 3000 Crore

- We are serving more than 5360- families, spanning 217 locations in India and 25 countries worldwide.

- But it's not just about numbers and strategies - it's about YOU.

- It's about FREEDOM.

- We have been awarded the Best Financial Advisor (Mega Cities) for FY 2014-15 and the Best Performing Regional Financial Advisor (West 2016-17) by CNBC.

- Connect with us today to embark on a journey of financial freedom.

About the job :

- The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding.

- You will do so by building a strong relationship with our clients and analyzing our clients' data.

- Essentially, you will act as the main point of contact for our clients.

Responsibilities :

- Support the growth manager in developing and executing strategies to drive business expansion, revenue, and market presence.

- Assist the growth manager in planning and implementing strategies for business expansion.

- Analyse market trends, identify opportunities, coordinate teams, and optimize efforts to achieve growth targets.

Candidate requirement :

- Knowledge of financial products viz. Mutual Funds, Insurance, etc. , and managing people can prove to be of great help.

- Finance background and MBA in Marketing/Finance, CFP (Certified Financial Planner.

- Freshers are also invited.

Qualifications :

- 2-3 years' of client relationship experience. (Freshers are also invited. )

- Ability to manage multiple projects and clients

- Strong communication and interpersonal skills