Relationship Manager

Quotient Consultancy
  • Mumbai
  • 5-15 lakh
  • 4-9 years
  • Views
  • 20 Dec 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

PFA JD FOR THE SAME.
Relationship Manager
Job Description -
Acquisition & managing High / Ultra High Net Worth customers
Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
Ensure highest levels of customer service to these HNI customers
Qualification
Graduate or Post Graduate ( preferably Finance )
NISM certified OR AMFI Certified would be preferred.


Job Posted By

Amogha .
HR MANAGER

About Organisation

Quotient Consultancy