RELATIONSHIP MANAGER / FINANCIAL ADVISOR - EQUITY Role & Responsibilities : - 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. - Help close deals with large clients, identify new market opportunities, cultivate and deepen client relationships and partnerships that add value. - Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance (only ULIP) , PMS , AIFs etc. - 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. Functional Competencies : - Capital Market knowledge - Cash, F&O, Currency. - 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. - Strong Risk Understanding.

Bangalore

Relationship Manager/Financial Advisor - Equity - BFS 

Relationship Manager/Financial Advisor - Equity - BFS  ,Job Description for Relationship Manager/Financial Advisor - Equity - BFS  in Zecruiters Job Connect in  Bangalore for (6-12) years of experience. Apply Now!

Job Description for Relationship Manager/Financial Advisor - Equity - BFS  in Zecruiters Job Connect in  Bangalore for (6-12) years of experience. Apply Now!