Senior Relationship Manager - Wealth - HNI - BFSI

Senior Relationship Manager

We have a Job Opening for Senior Relationship Manager at Ahmadabad.

We are looking for a candidate who has rich experience in :

Wealth Management / HNI Clients / Portfolio Management / HNI Sales / Customer Relationship / Team Handling .

Desired Experience : 8 years to 12 + years

Team Handling Experience : 5 or + 5 years

Education : MBA

Age : 30 years to 45 years

Job Description :

- Team handling for preferred Desk.

- Provide financial planning services through products like mutual funds, structured products, insurance, asset allocation, bonds, direct equity etc.

- Acquiring high value relationships into the Preferred Client group.

- Managing relationships of HNI clients, retaining & enhancing advisory relationships.

- To generate revenue from existing customers mapped and from new clients.

- To execute cross sell efforts as per focus of the organization at any given point in time.

- To keep one self-updated on the financial markets and in advisory products / services in particular.