Relationship Manager
11 hours ago
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
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.
Onboarding and servicing of clients (will also include follow up for documentation, invoice recovery etc)
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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