Relationship Manager ( Mumbai)ID:11392
80,000 INR ~ 150,000 INRBangalore, Delhi, Mumbai, KorkataJob Category
Investment Banking
Industry
Finance(Other)
Job Description
Develop existing and new relationships
Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
Cultivate and manage relationships with other areas of the Bank to promote cross-selling
Ensure product documentation including credit facilities is at all times correct and appropriate
Maintain good level of knowledge of the Banks systems and regulatory environmentRequirement
- Report to: CEO
- Language : Hindi/ English
- Experience : 3- 8 Years in wealth management
- Should have handled minimum 2 crores/ month portfolio. preferably 3-4 crores.
- B2C
- Please target below companies :
1. IIFL 2. Karvy
3. Motilal Oswal
4. Ask Wealth Management
5. Client Associates
- The candidates need to deal with all the products (Equity Trading, Currency Trading , Depository Services, MF Distribution, Bond Distribution, Research and Advisory, Corporate Lending, Investment Banking, Mobile Trading, IPO Distribution, Internet Trading, Commodity Trading and also help finance these investments for clients)
- Education: CFP Preferred ( not must)English Level
Fluent
Other Language
-
Working Hour
10:00 ~ 19:00
Benefit
- Bonus : Y
- Medical : Y
- Transportation : Y
- Allowances: Outstation Travelling & Accommodation
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