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Opening for Relationship Manager-Mumbai-Broking Company

3.00 to 6.00 Years   Mumbai City   11 May, 2023
PES HR Services
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    We are looking for Relationship Managers for mid and senior level with prior experience working in a Private bank/ wealth management set up for one of our clients which is one of the leading Broking companies in India for Mumbai locationJob Designation: Manager / Sr ManagerJob Location: MumbaiCTC: As per Industry StandardsJOB SPECIFICATIONS REQUIRED:Qualification: An MBA/ PGDM (Finance/Marketing) Degree holder or focused education in Financialplanning/Wealth Management. Other qualifications like CFP will be an advantage.Work Experience : Minimum 3-7 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.PRE-REQUISITES: --Relationship Managers with prior experience working in a Private bank/wealth management set up.-Handle and manage clients with a minimum Investment amount of Rs 1 Cr 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 previouscompanies (At least minimum tenure of 2-3 yrs of stability)ROLES & RESPONSIBILITIES: --The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent).-Maintaining client relationships and generate AUM from preferred clients.-Advising Affluent & Super 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.Interested candidates please send your updated resume at hidden_email or call at hidden_mobileThanks & Regards,Preeti ChouhanHR RecruiterPESHR Serviceshidden_emailTel: hidden_mobile

Keyskills :
client acquisitiondirect salesbusiness developmentfinancial planningrelationship managementwealth management

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