• Save Job
  • 2 - 5 Years
  • Posted : above 1 month

Job Description:

- ROLES &RESPONSIBILITIES

The Relationship Manager will be Responsible for Acquiring HNI clients (HNI& Super HNI)

HNI = Initial Minimum Margin of 5 Lac

- Acquire and Maintain relationship and increase AUM from HNI clients

- Advising HNI& Super HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Aggressively track the HNI& Super HNI Client segment in the market for new client acquisition

- To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients- portfolios

- Work along with product team to give feedback and develop need based - PRODUCT- so as to suit the clients requirements

- 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

- Assist in Corporate or in association with Exchanges, Depositories and AMC

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 07th Jan 2020

Key Skills:

Would you like to try out these free online tutorials?

People who search this job also searched for the following Keywords

Salary trends based on over 1 crore profiles

View Salaries

All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status