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Relationship Manager- Centrum Wealth Ltd.

3.00 to 8.00 Years   Mumbai City   27 Oct, 2022
Shoolin Services Group Hiring For Centrum Wealth Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 8 - 18 Lakh/Yr
IndustryNBFC ( Non Banking Financial Services )
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Dear Candidates,Kindly find below the JD for the role of Relationship Manager, Mumbai - Kalina location.Role type : Individual contributor (target oriented). Candidate must have an existing book.Company Name:Centrum Wealth LimitedEducation:Graduation / Post GraduationRelevant Experience:3-8 yearsKey Responsibility Areas (indicative):1. The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI).2. Maintaining client relationships and generate AUM from preferred clients.3. Counsel HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4. Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.5. Tracking deals in the unlisted space & to develop an ecosystem around these deals.6. Act as the primary point of contact and overall relationship manager for those clients. Support the client wherever possible be the first port of call for those clients. Deepen relationships with existing clientsPrerequisites:Business acumenResult orientedCustomer orientationSolution orientedGood communication skillsEye for detailThanks & Regards,Shoolin Services Group

Keyskills :
wealth managementhni client handlingportfolio managementwealth management services

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