Relationship Manager

2 days ago


Hiranandani Estate Thane Maharashtra, India NorthStar Wealth Full time ₹ 4,00,000 - ₹ 12,00,000 per year
Track the affluent & super affluent client segment in the market for new client acquisition through direct calls, seminars, referencing, networking etc.
To research and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
To coordinate with product and research team for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.
Execution of monthly sales plan.
Daily client meetings and updating in the MIS

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