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Recruitment Consultant at Ability Unleashed
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Senior Relationship Manager - Wealth Management - Stock Broking Firm (5-10 yrs)
Position: Sr.Relationship Manager - Wealth Management
Location: Mumbai
No. of positions: 4
Qualification: Post graduate with financial specialization. MBA, CA, CFP, CFA, etc
Department: Wealth Management
Experience: Candidate with 5 years experience of Wealth management in the industry and having fairly good client base
Reporting to: Head Wealth Management
Brief Job profile:
- Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.
- Managing a decent size of client AUM across different financial products.
- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc.
- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients
- Ability to cross sell products based on risk profile and suitability
- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.
- Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables
CTC: 12-15 Lacs Fixed + PLI (CTC till 20 Lacs can be considered for a right fit )
Opening is with Wealth Management Division of a reputed Stockbroking firm.
Candidates with HNI/UHNI Client acquisition and advisory experience is preferred.
Anupama Bhaskaran -9920169061
Recruitment Consultant -Ability Unleashed
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