Relationship Managers-boutique Financial Planning & Advisory Firm

Spectral Consultants
  • Gurgaon
  • 10-15 lakh
  • 2-5 years
  • 26 Jun 2015

  • Advisory

  • Banking - Retail
Job Description

Sales and distribution of financial products like mutual funds / portfolio management services /
structured products / private equity products / corporate fixed deposits and bonds & debentures.
Sales and distribution of life and non life insurance products across all insurance companies in India
Offer advisory on primary and secondary real estate opportunities and mortgage products.
Responsible for new client acquisition and managing the overall client relationship.

Desired Profile CA/CFP/MBA with 6--12+years experience in financial services industry.

Very strong sales and people skills with an ability to handle large client portfolios.

A deep understanding of the financial advisory business process

Proven people, business and project leadership & negotiation experience

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Spectral Consultants