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Job Location | Kolkata, Pune, Mumbai City, Delhi |
Education | Not Mentioned |
Salary | Rs 5 - 10 Lakh/Yr |
Industry | NBFC ( Non Banking Financial Services ) |
Functional Area | Sales / BD |
EmploymentType | Full-time |
- The Relationship Manager will be responsible for bringing their existing clients (Affluent& Super Affluent) and building a strong client book.- 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 clientacquisition- To research, investigate and update them on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.- To coordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients.- To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.
Keyskills :
hni client handlingbankinghni acquisitionmarketingbrokinginsurancehni bankinghni salescustomer relationssales