Relationship Manager

Quotient Consultancy
  • Mumbai
  • 10-12 lakh
  • 4-8 years
  • Views
  • 14 Jul 2017

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets
Job Description

Mininum experince of 4 yrs in wealth management with any banks / NBFCs/Securities with experience across wealth/ Investment product like, PMS,Insurance, Bonds, ULIPs, Equities, etc is mandatory

Job Decription :

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.

Competencies/Skill sets for this job

Banking Crossselling Wealth Management Investment Products

Job Posted By

Amogha .

About Organisation

Quotient Consultancy