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Hiring Relationship Manager For Prudential AMC
2 weeks ago
Role & responsibilities -
Candidates should have experience in a similar role or industry, with
knowledge of client acquisition and business development
Requirements: - Experience in dealing with high net worth individuals and wealth management
- Preferably from Asset Management Companies (AMCs), financial institutions, broking houses, and
securities firms
Focus on candidates from wealth and investment segments, rather than retail banking
Experience in wealth management, investment advisory, or portfolio management
Strong acquisition skills and ability to build relationships with high net worth clients.
Achieving the business targets assigned in terms of up selling ICICI Prudential Products,
enhancing and upgrading the Client Net worth relationships.
- Profiling customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the client /HNI customers
- Providing Investment planning and advice
- Achieving sales and revenue targets spread across product mix
- One point contact for the assigned customer
- Acquisition & Servicing of HNI/UHNI customers.
- Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with
in depth knowledge of Mutual Funds.
The ideal candidate should have experience in managing high-value clients, building relationships,
and acquiring new business. They should be able to handle a portfolio of high net worth clients and
achieve significant business growth.
Contact Person ,