We have an urgent opening for the role of Private Banking, Equity Sales, Relationship Manager with a leading NBFC.  Looking for 4 to 9 years of experience in New Client Acquisition, Relationships with High Net Worth Clients, Direct Sales.  KEY RESPONSIBILITIES AND ACCOUNTABILITIES  1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients.  2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.  3. Will be primarily responsible for identifying, and souring clients in equity broking.  4. Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.  5. Responsible for achieving targets as assigned by the organization on a monthly basis.  6. Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.  7. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.  8. Provide regular updates to the immediate superior as and when required.  Salary offered: 7 - 16 LPA

Bangalore

Hyderabad

Chennai

Relationship Manager - Private Banking/Equity Sales - NBFC 

Relationship Manager - Private Banking/Equity Sales - NBFC  ,Job Description for Relationship Manager - Private Banking/Equity Sales - NBFC  in PeopleKonnect in  Bangalore Hyderabad Chennai for (4-11) years of experience. Apply Now!

Job Description for Relationship Manager - Private Banking/Equity Sales - NBFC  in PeopleKonnect in  Bangalore Hyderabad Chennai for (4-11) years of experience. Apply Now!