Relationship Manager

About the Job

Investment Advisory Sales & Business Development

A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the

core team.

Candidates Eligibility

Education Background Finance/ Marketing/Sales.

Work Experience (yrs.) Min. 3 years & Max 15 years in

Sales/Wealth Management/Banking.

Acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies.

Preparing reports and presentations for investor awareness and client

engagement.

Educating potentials clients regarding the various services offered by the firm in an office or online meeting

New client conversions Through Mutual Fund, SIP, and Retirement Planning.

Miscellaneous Details

● Mon to Fri full day working (9:30 am to 6:30 pm).

● Work from Office Role; Meeting clients face to face when required.

● You will be working directly with the founders in the core team.

● Must have experience dealing with HNIs/UHNIs

● Managing Mutual Funds or overseeing AUM ( Assets Under Management )

● Independently managing a substantial AUM.

Work Profile Acquiring HUI/UHNI clients in wealth/portfolio

management/mutual funds/financial planning.

CommunicationGood Written and Spoken English Communication Skills

Soft Skills

Presentable; Good Interpersonal skills; quick learner, ownership mindset

Company Profile

Leading Capital Private Limited was incorporated on 8th November 2013 with the

name of Wealth Creator Pvt. Ltd. has been performing its rituals of enhancing

the wealth of its huge client base with its expert personnel and knowledge of both

Traditional and modern Financial Products under Investment guidance Services to

ensure a smooth and amazing satisfaction.