Relationship Manager in Wealth Management -Min 5 Yrs exp-Location Nariman Point, Mumbai 4-12 Yr Exp – Relationship Manager Job Mumbai City

Apply Now

Who can work with customers for services like Equity Derivative Markets, Off-shore investments, Portfolio Management Services, Investment Banking & Mutual Funds.

Roles and Responsibilities:

• Responsible for cross selling various financial products to the new set of customers and building depth within the existing relationships.

• Offer products and solutions across asset classes – Commodities, Structured Products, Estate Planning, Real Estate, Financing solutions to name a few.

• Meeting monthly targets by providing 360-degree Financial Assessment Services, Wealth Management Services and by doing portfolio rewiring of the various client segment.

• Formulating strategies for expanding the client base by providing investment advice to the clients.

• Maintaining long-term relationships with existing/new clients for increasing the Asset under Management (AUM) for the company

• New client acquisition – acquiring clients through networking, database, market intelligence or reference from existing clients.

Skills and Qualifications required:

• PG/MBA

• CFP certification would be a plus

• Minimum 4 years of Sales experience in direct selling of financial products from any financial services/broking industry.

• Should have experience in Investment Banking, Broking firms specifically in Wealth Products

• Candidates having AUM (Asset under Management) of 20cr & above and good connect among HNIs, UHNIs will have advantage.

• Should have good communication & presentation skills.

• Pleasing and positive attitude.

• Should be a self-starter, proactive & target oriented.

Job Location: Nariman Point, Mumbai,

Interested candidate can send their cv to [HIDDEN TEXT]

Apply Now

Source