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25/03 Hemantika Malhotra
Consultant at DelverveHR

Views:235 Applications:44 Rec. Actions:Recruiter Actions:18

Relationship Manager - BFS (8-15 yrs)

Mumbai/Kolkata/Bangalore/Chennai/Ahmedabad/Delhi/Delhi NCR/Hyderabad Job Code: 1068893

- Acquire, develop and oversee relationships with UHNI Clients with an annual revenue potential of 10 lacs and above.

- Client Management: Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value.

- Monitor and analyze performance metrics and suggest Improvements.

- Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP) , PMS.

- Understand research and update oneself on available investment opportunities in line with markets.

- Servicing clients across the entire basket of products comprising of Equity, Funding and investment products.

- Understanding and expertise in various wealth products: MF, PMS, AIF, SP. Sound understanding of the wealth management business and hence the nuances of product structuring and customizations for HNWI client segments.

- Strong Funding Product knowledge: LAS, IPO, MTF.

- Capital Market knowledge - Cash, F&O, Currency

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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