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119
Applications: 13
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Posted in
Banking & Finance
Job Code
1630937
Full Basket Property - Relationship Manager
Posted 1 month ago
Posted 1 month ago
Relationship Manager
Description:
- Dialogue with our clients to understand their business objectives and challenges.
- The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.
- Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the above set of clientele in the market for new client acquisition.
- To read, research and update themselves on available investment opportunities in the market.
- Ability to cross sell other financial products showcased by the wealth team.
- Financial Acumen, analytical thinking with an aptitude for relationship management.
Qualifications:
- Minimum 4 years' of client relationship experience Mcom, MBA, CA, CFA
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Posted By
Job Views:
119
119
Applications: 13
Recruiter Actions: 0
Posted in
Banking & Finance
Job Code
1630937
