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HR

HR at Haachi Business Solutions

Last Login: 27 April 2024

2014

JOB VIEWS

136

APPLICATIONS

8

RECRUITER ACTIONS

Job Code

513704

Relationship Manager - Client Acquisition & Advisory - Private Wealth - BFS

2 - 6 Years.Delhi NCR/Mumbai/Bangalore
Posted 6 years ago
Posted 6 years ago

Profile: Client acquisition and Advisory

Designation: RM

Expected Relevant Years of Experience: 2 to 6 years in PW- Sales role.

Manages Others: No

Department: PW - Sales

Role:

- Individual contributor, acquiring new clients and creating his/her own pipeline of clients; can bring his own book. Should be able to move a few existing relationships (AUM)

- Should have knowledge of all financial market products for HNI- s, with a proven capability of working with the clients to service their needs related to these products.

- Should be capable of cross selling products like Wealth management, equity broking, PMS, NBFC, PE, IB, IE

- End to End - Client Relationship Management - advising as per risk profile of the client.

- Will work within the boundaries of our business model using expertise of the product group and complying with requirements and processes in place for Private Wealth Team.

Skills:

- Effective and clear communication both oral and written, Persuasive - selling skill

- Great ideation skills to structure deals as per client needs.

Salary offered: upto 15 LPA

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Posted By

user_img

HR

HR at Haachi Business Solutions

Last Login: 27 April 2024

2014

JOB VIEWS

136

APPLICATIONS

8

RECRUITER ACTIONS

Job Code

513704

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