Relationship Manager

PeopleStrong HR Services Pvt. Ltd.
  • Mumbai, Navi Mumbai
  • 3-8 lakh
  • 0-5 years
  • Views
  • 29 Mar 2018

  • Sales & Marketing

  • Banking - Retail
Job Description

Below is the Brief Job Description of Relationship Manager :  The Relationship Manager will be responsible for Acquiring HNI clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities.

Job Posted By

Mukesh Choudhary
Senior Recruitment Associate