Wealth Manager/Investment Manager/Relationship Manager

Key Attributes: 

• Passionate about Wealth Management. At least 2 years of experience
• Clear focus on the solving for client's need rather than achieving sales targets. Client first in letter and spirit.
• Maturity to deal with a wide range of clients (professionals, entrepreneurs, corporations, etc.)
• Deep understanding of financial products, channels and services. Detail and process (no jugaad) oriented
• Ability to cover the entire ground- from operations to developing the investment strategy for clients
• Very good written (word, PPT, XL, websites, blogs, etc.) and oral communication skills. Ability to conduct Financial Planning Workshops, etc.
• Ability to use technology effectively (important)
• Significant emphasis on Integrity and Trust 
• A healthy disregard for products with high commission and complexity such as insurance linked investments and structured products 
• A long-term commitment to value creation for clients and self 

What is on offer: 

Open and transparent environment 

• No short - term sales target
• Significant long-term growth prospects including equity partnership in the business
• An organization that is loved and respected by its clients 
• Robust Existing Book: SIP, Long-term Equity, Corporate Funds, etc.
• Plenty of latent potential from existing leads 
• Exposure to some really talented clients and (hopefully) equally talented colleagues 

People who are looking for a standard job (previous salary + XX%). This role is best suited for people who are already in Bangalore.

Interested? Reach out at shashank.kothi@finfirst.in.