We have an opportunity with an Advisory firm based at Worli. Note : Its six days a week profile - Monday - Saturday -9:30 -6:30 PM Job Profile - To service a portfolio of clients and responsible to maintain a high level of client satisfaction. - Build relationships with existing customers. Monitor the client portfolios and do periodic reviews with the client to ensure that the portfolio performance is in line with the client's expectation. - Advise HNIs and Ultra HNI clients on various investment options including mutual funds, structured products, derivatives, PMS, in line with their financial goals (supported internally by the Advisory Team) - Identify/develop new HNI clients through referrals, follow-up on leads through existing clients.

Mumbai

Relationship Manager - Client Servicing - Advisory Firm 

Relationship Manager - Client Servicing - Advisory Firm  ,Job Description for Relationship Manager - Client Servicing - Advisory Firm  in The Concept in  Mumbai for (5-10) years of experience. Apply Now!

Job Description for Relationship Manager - Client Servicing - Advisory Firm  in The Concept in  Mumbai for (5-10) years of experience. Apply Now!