Relationship Manager

Company Description

WC Securities Pvt. Ltd. is a well-established financial services firm with 22 years of expertise in financial planning, investment advisory, and share trading activities. Currently managing over Rs. 1,500 crores of clients assets, our team of certified professionals, led by CA CFP Mukesh Gupta, is dedicated to providing client-centric solutions tailored to unique financial goals and needs. We specialize in retirement planning, investment strategies, estate planning, and tax advisory services, ensuring that our clients achieve financial stability and long-term success. Our product offerings include mutual funds, SIP investments, insurance advisory, and fixed-income products, strategically aligned with client objectives.

Role Description

• This is a full-time on-site role for an Relationship manager based in Noida UP and Lajpat nagar, New Delhi. The Relationship manager will be responsible for
• Planning business development strategy for multiple financial products which includes Mutual Funds, Fixed Income etc.
• New Client acquisition with focus on SIPs
• Ensuring client satisfaction by building good relationship with clients.
• Active participation in business planning with your team members.

Qualifications

• Excellent Communication skills (Verbal as well as Written)
• Proactive.
• Should be Post Graduate (MBA).
• Knowledge of Financial products.
• Experience in Capital Markets preferable.