Relationship Manager (Del/ Mum/Kol/ Beng)ID:11393

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
    1. Experience – 2-4 Years
    3. No book Size required, We have our own set of database.
    4. Salary is open ( There will be a hike on the current salary)
    5. Go Getter attitude required along with strong networking skills
    6. Locations: Delhi, Mumbai, Bangalore, Ludhiana & Kolkata
    7. Language : Hindi/ English

    Desired ( not must) :
    - 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 : Yes
    - Medical : Yes
    - Transportation : Yes
    - Allowances: Outstation Travelling & Accommodation

Contact usup-arrow
Feel free to contact our career advisor.