skillindiajobs
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

Wealth RM (For a Leading Private Bank)

8.00 to 11.00 Years   Mumbai City   28 Aug, 2023
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    The Relationship Manager will be Responsible for Acquiring Preferred clients(HNI/Ultra HNI)Finding Potential Clients through different channels (Lead support system,Marketing activities, Own data base, Referral ) and Manage existing clientBase .Taking Appointments && meeting the clients on daily basis .Educating and guiding clients on different investment opportunities like MutualFund, Insurance etc.Generating , Identifying , Analysing individuals financial goals throughFinancial Assessment tool and execute the same by providing unbiasedsolutions.Review Clients portfolio and keep them updatedAdvising Affluent/Ultra Affluent clients on their Investments and managingtheir overall financial portfolio and deepening the wallet from existing clientsTo research, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.Fulfilling the compliance standards in Financial Planning, Asset Allocation andProduct Sales and managing Delinquencies by ensuring proper SalesProcess

Keyskills :
casaportfolio managementacquisition

Wealth RM (For a Leading Private Bank) Related Jobs

© 2020 Skillindia All Rights Reserved