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Wealth Relationship Manager

0.00 to 5.00 Years   Mumbai City   20 Jul, 2019
RELIANCE SECURITIES LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

  • HNI Client handling
  • Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, Life Insurance, and other Wealth Products etc.
  • Generating a minimum of 3X revenue per month
  • Acquiring 2 new clients per month
  • Generating an AUM of 20L per month
  • High levels of customer service orientation and application of Company policy
  • Job Location: Reliance Securities Ltd, Office No. 520, 5Th Floor, Midas Building, Sahar Plaza, Andheri - Kurla Road, Jb Nagar, Andheri East, Mumbai - 400 059
  • Date: 20-Jul-2019

Keyskills :
distributioninsurancemarketingbankingsalesrosssellinghighnetworthindividualswealthmanagementcustomerrelations

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