jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
08/03 Monika Arora
Senior Consultant at Rekrut India

Views:269 Applications:62 Rec. Actions:Recruiter Actions:20

Relationship Manager - Wealth - HNI/UHNI Segment - Bank (3-8 yrs)

Delhi NCR Job Code: 900059

We are looking for Pvt Wealth RM for Delhi & Gurgaon Location.

Minimum 3+ years of experience

- Should be handling Private client group, dealing with HNI and UHNI and Focusing on MF, pms, bond, Equity and structure products

- Holding strong exposure in Wealth and Equity Market

- Candidate can be from Wealth, Securities or Banks"

- Handle trading and maintaining relationship with new & existing clients,

- Opening Demat Accounts & Trading Accounts,

- Getting business from existing clients and acquisition of new HNI clients.

- Advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for the short / medium term tips and market related information Advising the clients to invest in the right investment scheme depending upon their future needs and returns.

- Maintaining relationship with clients & handling client queries on immediate basis. Handling commodities delivery on timely basis.

- Productivity & Analyze the failure and success points.

- Crossing clients with suitable products according to there needs i.e Real estate, mutual funds, life insurance, Pms, Private equity.

Salary : Max Up to 12 Lacs

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.