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Senior Executive at Consultancy Firm
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Relationship Manager - Wealth Management Firm (5-15 yrs)
We are looking for Relationship Manager for Wealth Management firm. There are positions for Manager & higher level.
Job Summary: Responsible for acquisition and maintenance of relationship with HNI/UHNI and corporate clients offering Wealth Advisory services.
Key Responsibilities:
Responsibilities
1. Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services. Build and Manage relationships that result in successful long term partnerships
2. Cross selling of the MOSL baskets of Investment Products to all clients.
3. Maintaining and leveraging on the relationship with clients acquired.
Experience:
- Essential 5 + years of experience in Wealth Management unit managing acquisition of HNI, UHNI, Corporate Clients.
- Must be from a wealth management or banking background.
Other Skills:
- Excellent Communication & Presentation skills.
- Social and Influencing skills. Ability to develop long term relationships.
- Knowledge of Investment Products,
- Macro fundamentals & Behavioral Finance.
Qualification: MBA / CA /CFA
Additional Certification / Trainings (desirable): AMFI Certification, IRDA
Location: Mumbai / Bangalore
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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