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(Only 24h Left) Relationship Manager
1 week ago
The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make informed investment decisions, grow their wealth, and achieve their financial goals. Their services go beyond basic stock trading and involve a comprehensive approach to wealth management and financial planning
PRIMARY JOB RESPONSIBILITIES
1. It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence2. He/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence3. Promote Focus Product of the month4. Maintain records of business on internal software CRM etc.5. Should be able to acquire privilege clients and able to sell MF, Insurance, PMS, Structure Products
EXPERIENCE REQUIRED (0-1 year minimum)
Candidate should have minimun 1 Year in banking and broking industries and managing bank AUM of Privilege Clients
Qualification Required
Graduate or Post Graduate
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