NorthStar Wealth

Thane – – 11/11/2021

Salary – 3 to 6 LPA

Job Title

Relationship Manager – Team Leader

Company Profile

  • NorthStar is an independent investments & financial services company. We are truly able to offer independent and unbiased financial guidance. Our business model stands in contrast with major institutions, where financial advisors are employees of the brokerage firm and banks. They often promote in-house products and services.

Job Profile & Responsibilities

  • Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like – Mutual Funds, PMS,AIF, Unlisted Equity, Bonds, Structured Products, equity, Real Estate, Life insurance, General Insurance etc.
  • Responsible for business development through the acquisition of ultra high net-worth clients.
  • Responsible for identifying customer needs and assessing their risk appetite.
  • Responsible for achieving targets based on acquisition and revenue generation through all investment products.
  • Analyze client portfolios and make necessary suggestions.
  • Comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
  • Existing book and client relationship.
  • In depth knowledge of various products of Wealth Management.
  • Knowledge of relevant Taxation applicable to the Wealth Management.
  • To manage a team in near future.

Preferred Qualifications

  • CWM Certification is an added advantage.

Desired Candidate Profile

  • 1 year or more with relevant experience.
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