Preferred RM

Role & responsibilitiesLiaising with PB/ Preferred RM to flag eligiblecustomers form Classic/ Preferred portfolio.Acquire new customers who meet product criteria.Regular interaction with the customer to buildrapport to understand and update the profile.Enhance the Overall value/book size of theportfolio.Maintain the overall quality / hygiene parametersof the...

Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...

Job Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services....

Job Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services....

Job Description for Preferred Relationship ManagerSUMMARY: -The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services....

Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them...

Opening for a leading Stock Broking Firm **RM-Retail/PCG** 2. Responsible for third party business also like Mutual Funds and PMS **Advisor** - Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term. 2. To keep abreast...

Role & responsibilities Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene...

Role & responsibilitiesLiaising with PB/ Preferred RM to flag eligiblecustomers form Classic/ Preferred portfolioAcquire new customers who meet product criteriaRegular interaction with the customer to buildrapport to understand and update the profile.Enhance the Overall value/book size of theportfolioMaintain the overall quality / hygiene parametersof the...