Relationship Manager

  • icon job experience 0 - 5 Years
  • icon job opening 10 Openings
  • icon salary 0.8-3.5 Lac/Yr
  • icon job location Pune
  • Face-to-Face interview Face-to-Face interview

Job Description

Roles & Responsibilities : • Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. • Managing client relationship and generate AUM from preferred clients. • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. • To coordinate with product and research team for taking investment decision for the clients as per their financial requirement. • To conduct and assist in organizing seminars, workshops and other business development activities
  • Experience

    0 - 5 Years

  • No. of Openings

    10

  • Education

    Any Bachelor Degree

  • Role

    Customer Relationship Manager

  • Industry Type

    Accounting / Finance

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

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