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Partner at Infinite HR
Views:113 Applications:22 Rec. Actions:Recruiter Actions:13
Relationship Manager - Direct Clients - BFS (9-10 yrs)
Job Description :
- Responsible for maintaining AUM Of Direct Clients (HNI/UHNI)
- Leveraging on the relationship with Clients and referencing to add direct clients
- Cross selling of the AMC baskets of Investment Products to all direct clients.
- Advisory on all Investment Products
- Advisory on investments in alternate schemes based on client's risk appetite
- Meeting Clients and regularly update on their Portfolio and investment return
Educational Qualifications :
- MBA or CA or CFA
Additional Certifications/Trainings (desirable) :
- NISM + AMFI
Prior Experience :
- 9 + years of experience in Wealth management from wealth boutique firm or any NBFC. Ability to develop relationship with HNI/ UHNI 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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