Relationship Manager

Quotient Consultancy
  • Mumbai
  • 5-15 lakh
  • 4-9 years
  • Views
  • 02 Jan 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

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 .

About Organisation

Quotient Consultancy