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Job Description

Greetings!

Accura Partners is hiring for a fast growing boutique wealth firms that has a presence in
Mumbai and Dubai; catering to 4 domains of financial life journey of an individual from
Creation, Preservation & Protection of wealth and also, Transmission of wealth to next
generation.

Job Title: Relationship Manager
Location: Andheri (E), Mumbai.
Experience 4 to 10 Years
Reports to: Director

Required Skills:

• Understanding of various financial products like Mutual fund, Portfolio Management Service , Alternative Investment Fund, Bonds, Insurance etc.
• Fair understanding of macro and micro economics and must be updated with the latest in
• financial markets.
• Excellent Communication & interpersonal skills.
• Knowledge of MS-Excel, word, Power point.
• Should possess strong networking & relationship building skills.
• Should be result oriented & team player.

Duties & Responsibility:

• Initiating and building relationships with prospective investors.
• Generating references through existing investors, managing leads through social media and building on it.
• Executing risk profiling, goal planning, objective setting, asset allocation and portfolio structuring for investors.
• Analysing and restructuring existing portfolios of clients through recommended and selected products.
• Enhancing overall Asset Under Management across different financial products.
• Ability to sustain business relationships through prudent & meaningful Advisory and
• prompt delivery with regards to key deliverables.

Education and Experience:
Graduation in Commerce or Science.
Post-Graduation in business Management/Economics, Certified Financial Planner/Chartered Financial Analyst an added advantage.
4 to 10 Years experience in client relationships / wealth management.

Interested Candidate please share your following details -

Current CTC:

Exp CTC:

Notice Period:

Also interested candidate can reach out to us-

Email- hidden_email

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