Relationship Manager – Wealth Management/Private Wealth (4-15 yrs) Bangalore/Chennai/Cochin/Kochi/Coimbatore/Delhi/Delhi NCR/Hyderabad/Mumbai (BFSI Sales/Marketing) | Jobs in India |
Relationship Manager – Wealth Management/Private Wealth (4-15 yrs) Bangalore/Chennai/Cochin/Kochi/Coimbatore/Delhi/Delhi NCR/Hyderabad/Mumbai (BFSI Sales/Marketing) | Jobs in India |
Job title: Relationship Manager - Wealth Management/Private Wealth (4-15 yrs) Bangalore/Chennai/Cochin/Kochi/Coimbatore/Delhi/Delhi NCR/Hyderabad/Mumbai (BFSI Sales/Marketing)
Company:
Expected salary
Location India
Location New Delhi, Delhi
Job date Sat, 13 Mar 2021 07:13:55 GMT

Job description: Vacancy for Relationship Manager- Wealth Management/ Private wealthLocation- Chennai, Coimbatore, Hyderabad, Bangalore, Mumbai, Cochin, DelhiProfile : - To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM- To identify and develop new opportunities to deliver advice and solutions to existing clients.- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services- To research, investigate and update themselves 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.- To conduct and assist in organizing seminars, workshops and other business development activities- Be able to work with colleagues of other divisions to Cross Sell products and services to clientsExperience : - Minimum 3 -10 years of experience in wealth Management is must- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.- Experience in investment/financial services knowhow of capital markets knowledge- Relationship Management Interpersonal skills- Excellent written and oral communication skills- Strong analytical skills and ability to work in teams.Interested candidates can mail your profiles Please feel free to forward this email to suitable applicants. (ref:updazz.com)

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