Relationship Manager - Investment Advisory Vertical - Financial Advisory Startup - IIM/MDI/ISB/FMS

SAL is looking for a highly motivated and dedicated individual for Relationship Management (RM) role for its Investment Advisory vertical. We are looking for an individual who is highly networked with HNI clientele and has excellent communication skills. This is a fast-growing team offering a highly-challenging, innovative and dynamic work environment.

Responsibilities include-

 - Acquire clients for the company

 - Work as an equity advisor to deliver advice to his existing clients and acquire new prospects

 - Build and deepen the relationship with the existing customers

 - No cross selling of products (purely equities)

 - Deliver sales targets

 - Ensure client retention and grow revenue for the company

Required Background-

 - MBA Finance from a top tier school or Equivalent

- 2-5 years of relevant work experience

 - Strong focus on only equities will be preferred

 - Experience in client relationship building and management is preferred

 - Excellent oral and written communication skills

 - Ability to work effectively under tight deadlines

ABOUT COMPANY :

Senora Advisors (SAL) is a financial advisory start-up established in the year 2017, that aims to become one of the leading advisory firms in near future. Started by market professionals who are highly passionate about Indian Equities, Senora Advisors (SAL) offers financial advisory services to corporate and HNI clients. It aims to become one of the leading advisory firms in near future. It deals with two business segments - Investment Advisory vertical and Corporate Advisory vertical. This entity is established by industry experts from Ivy league B-school such as IIMC and professional from CFA institute. Please feel free to visit www.senoraadvisors.com