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Manveen Kaur

Practice Leader - Financial Services at ABC Consultants

Last Login: 09 August 2022

2789

JOB VIEWS

36

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0

RECRUITER ACTIONS

Job Code

257325

Relationship Manager - Private/Prority Wealth Management - NBFC

5 - 12 Years.Bangalore/Hyderabad/Chennai/Tamil Nadu/Others
Posted 8 years ago
Posted 8 years ago

Seeking "Relationship Manager - Private/ Priority Wealth Management" for a reputed NBFC based across South - "Bengaluru, Chennai, Hyderabad, Coimbatore"

Job Description :

- To acquire, establish and grow Premier customer relationships to achieve the sales and service targets.

- To maximise profitability through portfolio growth, share of wallet, customer retention and growth of high value customers.

- Advise the clients for Portfolio management in terms of their financial requirement

- To sell products like Equity Solutions, Commodities, Currency, Bonds, Real estate etc.

- Take care of investment prospect of the clients

- Give the appropriate services to the client and maintain strong relationship

Requirements :

- Strong financial services knowledge and experience building relationships with high net worth individual

- Professional financial qualification preferred

- Experience developing customized Wealth solutions for clients

- Familiarity with financial markets, good knowledge of wealth management products

- Excellent interpersonal skills, including influencing and relationship building

- Candidates from Banking, NBFC, AMC (Asset Management Company), Broking firm are only preferred.

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Posted By

user_img

Manveen Kaur

Practice Leader - Financial Services at ABC Consultants

Last Login: 09 August 2022

2789

JOB VIEWS

36

APPLICATIONS

0

RECRUITER ACTIONS

Job Code

257325

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