Relationship Manager ( Mumbai)ID:11392

80,000 INR ~ 150,000 INRBangalore, Delhi, Mumbai, Korkata
  • Job Category

    Investment Banking

  • Industry

    Finance(Other)

  • Job Description

    - New Position/ Reports to CO- Founder

    Develop existing and new relationships ( if not so experienced in wealth management, training would be provided by company. However, candidate should have eagerness to learn and grasp quickly)

    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 environment

  • Requirement

    - Report to: CEO
    - Language : Hindi/ English
    - Experience : 2-4 Years
    - book size not mandatory.
    - B2C
    - Please target below companies :( not compulsory)
    1. IIFL 2. Karvy
    3. Motilal Oswal
    4. Ask Wealth Management
    5. Client Associates

    - Education: CFP Preferred ( not must)

  • English Level

    Fluent

  • Other Language

    -

  • Working Hour

    10:00 ~ 19:00

  • Benefit

    - Bonus : Yes
    - Medical : Yes
    - Transportation : Yes
    - Allowances: Outstation Travelling & Accommodation

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