
Senior Client Relationship Executive
2 days ago
- Objective:
- To acquire, deepen and retain high net worth individuals (HNI) / ultra-high net worth individuals (UHNI) clients.
- Skill Set:
- Knowledge of Equity and Debt-based products, Loans
- Exceptional Selling Skills, Soft Skills, and Knowledge of Financial Products
- Deep knowledge of the capital market and all financial products to provide expert advice to clients
- Ability to build AUM and client base as per defined targets
- Experience:
- Minimum 7 years of experience in Wealth Management/ Private Banking
- Existing Relationship Manager - Wealth Management/Pvt Banker
- Key Performance Indicators:
- Send news and market-related inputs & reports to clients
- Build AUM and client base as per target defined by company
- Preferred Qualifications:
- Having AUM of Min Rs. 50 Cr
- Additional Information:
- Generate revenue by promoting MF- Mutual Funds, PMS - Portfolio Management Services, AIF- Alternate Investment Firm, Equity Broking
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