Relationship Manager

PeopleTree HR Services Pvt Ltd
  • Ahmedabad, Mumbai, Pune, Nashik, Rajkot
  • 10-20 lakh
  • 5-10 years
  • Views
  • 15 Jul 2019

  • Finance/ Accounts

  • Banking - Retail
Job Description

Dear Candidate,
We are looking for Sales professionals with a NBFC.
Location: Mumbai,Rajkoat, Baroda, Surat,Nasik,Goa,Pune, Ahmedabad
Products-Investment Products
Clientiele- HNI , UHNI
Yrs of experience- 5 -12 Yrs
Level- Mid to Senior level
Industry: Banking/ Financial services / NBFC/ AMC
 
1-Acquiring high net worth individuals and providing with tailored broking & financial services with the goal of sustaining and growing long-term wealth
2-Developing strategies for the clients portfolio as per the clients Investment Policy Statement and the current market trend & conditions
3-Analyzing the prevalent financial & economic environment; identifying business risks, monitoring clients portfolio performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels
4-Providing time to time investment advisory and given them proper investments solutions as per there requirement.
 


About Organisation

PeopleTree HR Services Pvt Ltd