Senior Relationship Manager - Wealth - Broking

This is regarding opening with a Leading Broking company as a Senior Relationship manager -Wealth

Designation: Senior Relationship Manager -Wealth

Department: Wealth Sales (Private wealth Banking)

Experience: 7+ years of work experience in Wealth Management with HNI and UHNI client

handling

NOTE: Individual Contribution

Industry: BFSI

Location: Mumbai/ Delhi

Job Role:

- To achieve income by Developing relationship with HNI and Ultra HNI Relationship

- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

- Responsible for achieving targets as assigned by the organization on a monthly basis

- Provide regular updates to the immediate superior as an when required

- Building and Sustaining long tern client relationship