Client Relationship Manager
4 days ago
TIE-UPS is hiring for a Leading Equity Firm in India . Operating in all metros .
Excellent paymaster . Diversifying into NBFC Domain .
Position- Relationship Manager - Equity Domain
Experience- 2 - 4 years
Locations- Bhubaneswar, Bhopal, Pune, Ranchi, Ahmedabad, Bengaluru, Delhi / NCR, Vadodara, Mumbai (All Areas)
Job description -
Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals.
Required Candidate profile
MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products
Employment Type: Full Time, Permanent
Education - UG: Any Graduate
Key Skills -
Wealth & Equity Domain, Portfolio Management, Relationship Management, wealth management,
Compliance, Client Acquisition, HNI Client Handling, High Net Worth client relations, wealth products, AUM, TRV, financial planning, Business Development, premier clients
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