Kedia Capital

Jaipur – www.kediacapital.com – 22/11/2021

Salary – 6 LPA & above

Job Title

Relationship Manager

Company Profile

  • Best Trading Company in India ‚Äčto reach out to all those investors (retail and corporate), who wish to maximize their returns and easily diversify their portfolio to offer research and personalized services that empower investment with timely updates about the investment market, apart from important reports that makes their job a whole lot easier.

Job Profile & Responsibilities

  • KPI – Revenue & AUM
    Experienced in Managing Wealth/Creating Financial Plans either through Excel or Software.
  • Has ability to Acquire Clients On Self-Source Basis or experience on Managing the AUM of more thanRs. 50 Crore.
  • Knows & Understand the Importance of Asset Allocation & Financial Planning.
  • Able to Spread awareness among Individual or group of individuals about Wealth Financial Planning.
  • Understand the SEBI & Comply with the Company Policies and Knows how to present him/herself.

Preferred Qualifications

  • Graduate or post graduate.

Desired Candidate Profile

  • Financial Advisory Experience of At least 1-3 Years.
  • Have already managed an assets of worth Rs. 50+ Crore AUA.
  • Experience of Creating Financial Plans & managing wealth.
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