Posted By
Posted in
Sales & Marketing
Job Code
510639
A Leading financial services firm is building its Private wealth business across major cities in India.
They are looking for Relationships Manager - Private wealth
Location: Mumbai/Delhi/Bangalore
Job Description:
- Acquiring of HNI client and Ultra HNI accounts and directly servicing the client.
- Advising clients on their Investments & managing financial portfolios.
- Accountable for revenue generation & client investment advisory & servicing for the entire region.
- Build the book size (AUM)
- Possess the knowledge of all financial asset classes (Fixed Income/ Equity/ Real Estate/ Alternates)
- Be able to drive Business Development
- Drive Revenue Generation
- Focus on Relationship Management.
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Posted By
Posted in
Sales & Marketing
Job Code
510639