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Relationship Manager - Sales - Investment Products (3-7 Yrs) Ahmedabad/Bangalore/Delhi/Hyderabad/Jaipur/Kolkata/Mumbai/Surat/Varanasi/Banaras (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
- The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)- He/She would be responsible to drive the TPP sales through branch sales team and advisors.- Maintaining client relationships and generate AUM from preferred clients.- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients- Track the Affluent & Super Affluent Client segment in the market for new client acquisition- To research, investigate 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 (Centralize CFP Team) for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities.Desired Candidate Profile- Relationship Managers with prior experience working in a Broking/Private bank/wealth management set up.- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.- Experience of advising clients across asset classes.- Strong analytical skills and ability to work in teams.- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)- Good oral and written communication skills with clarity of thought, speech and expression (ref:updazz.com)

Payroll Type : Permanent
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About Employer
Updazz.com (Registered since July-2017)
RAINA INFOVISION PVT LTD
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