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Director - TA at Isha Talent
Views:108 Applications:33 Rec. Actions:Recruiter Actions:29
Relationship Management - Wealth Management - BFS (2-5 yrs)
RM - Wealth Management
JD for Relationship Manager :
- Equity Analyst Sell Side for Wealth Management Firm
- Interaction with the Analyst to understand their Buy/Sell recommendations
- Interaction with Seniors in the firm with regard to their views on Equity and Debt Market
- Interact with the clients of Firm regularly on Equity Market Recommendations
- Interact with the Clients for resolving their queries and inquiries
- Develop referrals from the existing HNI and UHNI Clients
- Prepare Presentation Notes for clients from time to time
- Maintain good level of relationship with the HNI and UNHI clients
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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