Relationship Manager

11 hours ago


Indore, Madhya Pradesh, India 1a1725c8-ee3e-4732-ad11-1aef831e3fa0 Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Relationship Manager

We seek interest for the position located at Indore. Individual having experience in client dealing and have understanding of Wealth Management Industry. A greater understanding towards businesses and their financials will be add on.

Role will involve

  1. Client Relationship Management - Build and maintain long term relationships with clients. Will act as primary point of contact. Crucial part will include reviewing portfolios and interacting with clients regarding their portfolios.

  2. Onboarding and servicing of clients (will also include follow up for documentation, invoice recovery etc)

  3. Business Development - Build new client base on basis of referrals.

Education:

Graduate/Post Graduate

Applicant shall have NISM XA, XB certifications or inclined to complete before joining.

Experience

More than 3 years' experience in Industry (Banking/Insurance/Mutual Funds/Wealth Advisory)

Remuneration

No Bar for right candidate



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