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Hiring for Relationship Manager - noida

7.00 to 11.00 Years   Noida   24 Aug, 2023
Topgear Consultants Private Limited
Job LocationNoida
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Roles and Responsibilities
    • Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.
    • Deliver solutions to clients based on their investment profile in consultation with product & research team. Periodic review of client portfolios in accordance with established procedures and/or timelines.
    • Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.
    • Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
    Skills required
    • Self-starter, proactive & target oriented.
    • Strong networking & relationship building skills.
    • Well organized, customer-service oriented, and driven by a desire to consistently achieve top result.
    Qualification
    • Post Graduation
    Interested candidates can share their resume on hidden_email

Keyskills :
relationship managementwealth managementmutual fundshni salesportfolio managementhni client handlingportfolio

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