Relationship Management - Wealth Management - Private Boutique Investment (2-10 yrs)
Location: Pune
We are looking for a Relationship Manager for a Private Boutique Investment Firm.
Job Description:
- The range and scope of his work would range from helping clients with their account details to giving advice on financial investments.
- He/she needs to cater to individual clients while trying to generate new business and clients for the bank.
- Relationship Manager is expected to have sound financial knowledge as well as thorough information about his/her company's various offerings in order to identify the need of the customer and advice him accordingly.
- He/she needs to have an understanding of banking regulations, latest products and services, specific markets related to the clients he/she is handling.
No. of Vacancies: 7-8
Desired candidate's Skills:
- Excellent communication and listening skills
- Confidence and Presentation skills
- Understanding and interest in financial / banking products and markets
- Ability to analyze and research information
- Ability to explain complex information clearly and simply
- Good sales and negotiation skills
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