Sahayak Associates
Website:
sahayakassociates.in
Job details:
Company Description
Sahayak Associates is a financial services firm located in Chandigarh. Our investment process and Wealth Management Plans are designed to help individuals achieve their specific financial goals. We offer a range of services including goal-linked financial analysis, investment advice, tax planning, and regular portfolio reviews. Our team utilizes various wealth management tools such as liquidity management and diversified investments to optimize risk and maximize returns. We also provide retirement planning, insurance solutions, children plans, and estate planning and will writing services.
Role Description
This is a full-time on-site role for a Relationship Manager- Mutual Funds Sales at Sahayak Associates in Chandigarh. The Relationship Manager will be responsible for building and maintaining relationships with clients, providing investment advice, promoting mutual funds, and helping clients achieve their financial goals. The role involves meeting with clients, conducting financial assessments, analyzing portfolios, and recommending suitable investment strategies. The Relationship Manager will also be responsible for sales and achieving revenue targets.
Qualifications
- Knowledge of mutual funds and other investment products
- Strong sales and communication skills
- Ability to build and maintain client relationships
- Understanding of financial planning and wealth management
- Experience in the financial services industry
- Ability to analyze portfolios and provide investment recommendations
- Certifications such as AMFI, NISM, or CFP would be beneficial
- Bachelor's degree in Finance, Business, or related field
Mail id- hr@sahayakassociates.in
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