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23/08 Mohd Shujat Ali
Recruitment Consultant - Private Banking & Wealth Management at Michael Page

Views:1177 Applications:83 Rec. Actions:Recruiter Actions:52

Relationship Manager - Private Client Group - Financial Services Firm (4-15 yrs)

Mumbai Job Code: 485451

- Managing high net-worth clients' financial circumstances

- Focus on maintaining a strong relationship with high net-worth clients

About Our Client

Our client is a diversified financial services firm

Job Description

- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.

- Individually handling clients with the book size of 25 lacs & above.

- Creation of revenue & Activation of clients through effective Advisory.

- Cross selling of other products like Mutual fund, PMS, Insurance.

- Handling Queries & complains of client's & solving it within TAT.

- Acquiring new clients & retaining the old clients by periodic meetings.

- Profiling clients by conducting in depth review of client's financial requirements, analyzing information & recommending portfolios.

- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

The Successful Applicant:

- You will have sound knowledge of financial industry

- You will have the ability to influence and drive stakeholders

- You will have excellent written and verbal communication skills

What's on Offer:

- Excellent opportunity to be a part of fast growing organization

- Excellent career growth with market leading remuneration

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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