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Relationship Manager - HNI/Ultra HNI - NBFC/Banking & Broking Sector (5-12 yrs)
- Candidates has to be from NBFC, Banking & Broking sector.
- Interview preferred Face to Face(telephonic/ skype may be if situation demands)
- The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI). Must have Book Size of 100cr plus
- Possess the knowledge of all financial asset classes (Fixed Income/ Equity/ Real Estate/ Alternates) Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are in line with the client's expectations and risk profile.
- Be able to drive Business Development and drive Revenue Generation.
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