Upload Button Icon Add office photos
filter salaries All Filters

43 Talent Socio Jobs

Senior Relationship Manager - Mutual Fund (6-10 yrs)

6-10 years

Senior Relationship Manager - Mutual Fund (6-10 yrs)

Talent Socio

posted 21hr ago

Job Role Insights

Flexible timing

Key skills for the job

Job Description

Overview -

About The Company:

Our client is a full-stack Digital Wealth Management company with the sole objective of simplifying complex investing concepts through automation with the help of technology, data & science. They partner with their customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals.

Job Responsibilities:

- Engage with the clients regularly and conduct their portfolio reviews.

- Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it.

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.

- Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections.

- Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans

- Deep understanding of the financial products - mutual funds, bonds, corporate fixed deposits, PMS & other wealth services.

- Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes.

- Be an ally to clients and help them with all their financial needs/requirements

- Achieve a higher share of wallet from the clients driven solely by happy client experiences.

- Acquire new clients through referrals from existing clients, as well as lead generation and prospecting.

- Collaborate with cross-functional teams to ensure "Voice of the Client" is recognized and changes are made internally to accommodate them.

Skill Set:

- Postgraduate with 6-10 years of experience in the financial services domain

- CFP Certification desirable

- Thorough knowledge & zeal to learn about financial markets

- Empathetic & Solution oriented

- Good communication skills & Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc.

- Open to travel & work in a dynamic environment - Start-ups

- NISM V-A, certifications - Since these are mandatory certificates from the regulators, either the candidate should have cleared these certificates or will be required to clear this within 60 days from the date of joining


Functional Areas: Sales

Read full job description

What people at Talent Socio are saying

What Talent Socio employees are saying about work life

based on 12 employees
89%
67%
72%
100%
Flexible timing
Alternate Saturday off
No travel
Day Shift
View more insights

Talent Socio Benefits

Work From Home
Job Training
Cafeteria
Team Outings
Free Transport
Child care +6 more
View more benefits

Compare Talent Socio with

TALENTEDGE

3.3
Compare

Team Lease

3.9
Compare

Quess

3.9
Compare

PeopleStrong

3.4
Compare

Kelly Services

4.2
Compare

Randstad

3.8
Compare

ManpowerGroup

3.8
Compare

Adecco Group

3.7
Compare

Allegis Group

3.7
Compare

TCS

3.7
Compare

Accenture

3.8
Compare

Wipro

3.7
Compare

Cognizant

3.7
Compare

Capgemini

3.7
Compare

HDFC Bank

3.9
Compare

Infosys

3.6
Compare

ICICI Bank

4.0
Compare

HCLTech

3.5
Compare

Tech Mahindra

3.5
Compare

Genpact

3.8
Compare

Similar Jobs for you

Area Sales Manager at Skywings Advisors Pvt Ltd

8-11 Yrs

Not Disclosed

Relationship Manager at Talengage

3-10 Yrs

Not Disclosed

Senior Relationship Manager at Avani Consulting

6-15 Yrs

₹ 20-32 LPA

Sales Manager at SMC Investments

5-10 Yrs

Not Disclosed

Senior Relationship Manager at CashRich

3-5 Yrs

Not Disclosed

Sales Team Leader at Hireginie Talent Cloud

7-13 Yrs

Not Disclosed

Senior Relationship Manager at CashRich

2-5 Yrs

Not Disclosed

Sales & Business Development Manager at Axis Bank

2-10 Yrs

Not Disclosed

Sales Manager at Midas Fintech Solutions Private Limited

4-8 Yrs

Not Disclosed

Business Development Lead at Yo HR Consultancy

9-15 Yrs

Not Disclosed

Senior Relationship Manager - Mutual Fund (6-10 yrs)

6-10 Yrs

21hr ago·via updazz.com

Performance Marketer - FMCG (3-9 yrs)

3-9 Yrs

4d ago·via updazz.com

Business Analyst (1-2 yrs)

1-2 Yrs

4d ago·via iimjobs.com

Data Modeler (5-7 yrs)

5-7 Yrs

7d ago·via hirist.com

Technical Project Manager (3-5 yrs)

3-5 Yrs

9d ago·via hirist.com

Cloud Engineer - Google Cloud Platform (4-5 yrs)

4-5 Yrs

14d ago·via hirist.com

.Net Developer - Backend Technologies (6-10 yrs)

6-10 Yrs

29d ago·via hirist.com
write
Share an Interview