Sr. Relationship Manager / Wealth Manager

Goodfit; Kolkata District; On-site; INR 250,000 - 420,000; Full time

Benefits offered by this job

Incentives Monthly + Reimbursements (L

1st & 3rd Saturday off

Job summary

Goodfit in Kolkata is seeking a results-driven Financial Advisor to acquire new clients and expand engagement by offering comprehensive financial planning solutions. You will build AUM/AUA, conduct outreach, and tailor investment options to client needs while aligning with branch revenue targets.

Responsibilities include daily client calls, cross-selling, following up, and collaborating with marketing to generate leads. 35-year age cap and CFP/NISM advantages preferred.

Qualifications

• Experience in financial planning and advisory roles.
• Strong communication and client engagement skills.
• Familiarity with mutual funds, insurance, PMS/AIF products is a plus.
• Age below 35 years with a pleasing personality.

Responsibilities

• Acquire new clients and increase engagement of existing clients with financial planning solutions.
• Conduct daily sales calls to identify client needs and provide appropriate solutions.
• Suggest investment schemes aligned with client goals and risk appetite.
• Regularly follow up with clients to build AUM and AUA for the branch.
• Cross-sell products and keep clients informed about market trends.
• Collaborate with branch marketing and product teams to generate leads.

Skills

Communication skills

Financial planning

Investment advisory

Wealth management

Pleasant personality

Sales aptitude

Education

NISM MF Advisory module

CFP

CWM

Job description

Job Purpose The purpose of this role is to acquire new clients and increase engagement of existing client by providing complete financial planning solutions to them basis their risk and reward appetite keeping in mind the revenue targets of the branch.

• Key Job Responsibilities

• Acquire new clients and Increase engagement of existing clients provided by the company by providing complete financial planning solutions.

• Conduct daily sales calling with prospective new clients and identify their needs.

• Provide and develop solutions and suggest different investment schemes to clients basis their requirements and goal.

• Conduct timely and regular follow ups with the clients.

• Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.

• Achieve financial goals of the clients through various product like Mutual Fund, General Insurance, Fixed Deposits, Life Insurance, PMS, AIF other liabilities products.

• Update and cross sell products and services to existing clients and update them about the primary and secondary market trends.

• Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generate leads.
  

Desired Candidate Profile

1. Candidate with good communication skills.

2. Good Experience in Financial Planning, Investment Advisory, Wealth Management for minimum 1 year +

3. Pleasing Personality

4. Candidates with NISM - MF Advisory module /CFP/CWM would have an added advantage

5. Maximum age limit 35 years.

Perks and Benefits

• Incentives Monthly + Reimbursements(Local Conveyance + Mobile Reimbursement) + Rewards & Recognition + Fast track appraisal (Two appraisal in a year)
• 1st & 3rd Saturday off.

Contact Person : Pawan Kumar Prasad