Job Description

Designation :Relationship Manager - FINANCE Opportunity to work as a Finance Professional With a growing ageing population and the rising cost of living, there is an increased need for financial planning to retirement advisor. Each client has unique investment planning needs, and we recognise the need for relevant, easy-to-access information about the products, concepts, and services for serving clients better. At Kesari Financial Services, we provide all kinds of financial services to our clients ranging from Mutual Funds, Bond\'s, Debentures, Portfolio management services, real estate services, Tax Planning, Financial Planning, Loans and Fund Raising. You will be the guardian of our client\'s wealth, appointed to understand and manage their investment needs. You will have the opportunity to work with a distinguished clientele with a diverse set of financial services. Job Responsibilities: Managing financial transactions and financial planning for the company. International wealth management, Private Equity, Venture Capital, Fund Raising, Mutual Funds Real estate advisory & lending services Capital markets in India & abroad. Non-banking financial corporations Assist in managing client portfolios. Assist in global client servicing and acquisition. Generate leads and efficiently keeping in regular contact with existing and new prospective clients. Understand and keep updated with constant developments in the Wealth Management industry and financial markets. Develop holistic strategies to develop client relations. This description has been designed to indicate the general nature and level of work performed by an employee in this position. The actual duties, responsibilities, and qualifications may vary in the future based on new or revised work assigned to this position. Eligibility Criteria: Qualification: Graduation OR above Experience: Should have work experience least of 1 year. Applicants should have sound knowledge of Business/Finance/Economics /Accounts. Must be proficient in Microsoft Office applications. Attention to detail, the ability to do multi-task. Communication skills are essential for the position. A must for us is the candidate with a lot of passion for work, learning, high level of Integrity, Confidence, adaptable Open-Minded Approach & Commitment.

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