skillindiajobs
Register for Job
Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Investment Product Manager

1.00 to 6.00 Years   Lucknow   09 May, 2023
Apex Services Hiring For Apex Services
Job LocationLucknow
EducationNot Mentioned
SalaryRs 2.5 - 6 Lakh/Yr
IndustryBroking
Functional AreaSecurities Trading
EmploymentTypeFull-time

Job Description

    Dear Candidate,Greeting from Apex Services Role- Investment products-Relationship managerCTC- upto 7 LPAExp- 1yr & AboveRoles and Responsibilities
    • The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
    • He/She would be responsible to drive the TPP sales through branch sales team and advisors.
    • Maintaining client relationships 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
    • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
    • 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 (Centralize CFP Team) for taking investment decision for the clients.
    • To conduct and assist in organizing seminars, workshops and other business development activities.
    Desired Skill Set:
    • Ability to inspire trust and confidence in clients.
    • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
    • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
    • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
    • Good oral and written communication skills with clarity of thought, speech and expression
    • Good interpersonal skills
    Kindly reply with an updated CV atapex.purnima@gmail.comif you are interested in the mentioned Job Role, you cancallalso onhidden_mobile(WHATSAPP)

Keyskills :
equityhni client handlingbondsdematclient acquisitionpmsstock market

APPLY NOW

Investment Product Manager Related Jobs

© 2020 Skillindia All Rights Reserved