Work Culture at Addplans

We at Addplans believe in individual’s strength. We are very friendly organization and provide enough flexibility to our employees. We believe in proper work life balance to grow in an organization.

We encourage young and dynamic minds to work with us.

Open Positions

Position: Relationship Manager

Experience: 0-5 years

Roles & Responsibilities:

1.It will require managing investment portfolio of individuals.

2. Candidate should be free to do open market acquisition.

3. Understanding of financial products available like Mutual fund, insurance, stocks, bonds, general insurance.

4. Candidate has to understand the financial needs of the customer and analyze the gap.

5. Candidate has to manage end to end relationship of the customer.

6. Support and ensure the compliance and operational activities.

7. Ensure adherence to KYC, FATCA and Anti Money Laundering.

8. Handling the customer’s query and act on it.

Desired Candidate Profile:

1. Candidate should have excellent communication skills.

2. Candidate should have experience in sales.

3. Should have knowledge about Mutual Funds, Insurance.

4. Candidate should have knowledge about current economy and market.

Education:

1. Any Graduate with experience in sales.

2. Fresher’s ( MBA)

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