Associate/Junior Relationship Manager- Pune
Posted 11 weeks ago
Founded in 2012, Scripbox 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. We partner with our customers & help them navigate their investment journey with the sole objective of helping them attain their financial goals.
Job Description
Job Title: Associate/Junior Relationship Manager
Location: Baner Branch Pune, Maharashtra
Term: Full Time Joining: As soon as possible
CTC Band: As per the experience and profile of the candidate.
Job Description:
Core Responsibilities:
- Engage with the customers regularly and conduct their portfolio reviews.
- Understand the customer's goals, aims and aspirations and ensure his investment strategy is aligned with it.
- Partner with customers on financial planning and help them chalk out changes required during different life stages.
Desired Skill sets:
- Graduate or Postgraduate with 1-3 years of experience in the financial services.
- CFP certified will be an added advantage.
- Thorough knowledge & zeal to learn about financial markets.
- Good communication skills & Sincere Strong value system - Client interest first, Prioritizing, Respect, etiquette, etc.
- 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.
