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Relationship Manager - Private Wealth - BFSI

4.00 to 10.00 Years   Vadodara   06 Jun, 2023
AV Global Advisory Services
Job LocationVadodara
EducationNot Mentioned
SalaryNot Disclosed
IndustryLogistics / Courier / Transportation
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    Vacancy for Relationship Manager- Private wealthLocation- Chennai, Coimbatore, Hyderabad, Bangalore, Mumbai, Cochin, Delhi, Baroda, Ahmedabad, PuneProfile:- To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM- To identify and develop new opportunities to deliver advice and solutions to existing clients, - Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services- 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 for taking investment decision for the clients.- To conduct and assist in organizing seminars, workshops and other business development activities- Be able to work with colleagues of other divisions to Cross Sell products and services to clientsExperience: Minimum 4 -10 years of experience in wealth Management is mustPreference:- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.- Experience in investment/financial services knowhow of capital markets knowledge- Relationship Management Interpersonal skills- Excellent written and oral communication skills- Strong analytical skills and ability to work in teams.This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.,

Keyskills :
salesmarketinginsurancecustomer relationsbankingstrong analytical skillswealth managementanalytical skillsfinancial planning

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