Role & Responsibilities  - Acquire, develop and oversee relationships with UHNI Clients with an investment surplus of 2.5 crs and above with a annual revenue potential of 10 lacs and above   - Servicing clients across the entire basket of products comprising of Equity, Funding and investment products  - Aim to maximize the wallet share of the client through equity and cross sell products like MF, Insurance, AIFs etc  - Understand and manage clients with different risk profiles for better advisory  - Understand research and update oneself on available investment opportunities in line with markets  - Maintain and deepen client relationships with best in class service  Experience :   7-10 years experience in a Broking PCG Desk / Wealth Management with understanding of equity.   Functional Competencies :   - Strong understanding of Equity products   - Understating of various Funding products like LAS, MTF, IPO etc  - Strong Risk Understanding  Behavioral Competencies :   - Excellent interpersonal and analytical skills  - Hunger /passion  - Learning ability  - Problem solving

Delhi NCR

Relationship Manager - Private Wealth Management - UHNI Equities Desk 

Relationship Manager - Private Wealth Management - UHNI Equities Desk  ,Job Description for Relationship Manager - Private Wealth Management - UHNI Equities Desk  in Wow Jobs in  Delhi NCR for (7-10) years of experience. Apply Now!

Job Description for Relationship Manager - Private Wealth Management - UHNI Equities Desk  in Wow Jobs in  Delhi NCR for (7-10) years of experience. Apply Now!