Relationship Manager & Elite Wealth Relationship Manager - Securities (2-7 yrs)
Job Description :
A leading securities company has vacancies for :
RM (HNI Sales) : Mumbai & Hyderabad
ELITE WEALTH RM : Mumbai, Ahmedabad
Pl Note :
Candidates must be only from HNI sales / Retail sales / wealth background from broking / securities (first preference) or from banking / AMCs.
ROLES & RESPONSIBILITIES:
- Understand the financial need & risk appetite of the client & recommend suitable products from the array of financial products available with us like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, life insurance etc.
- Generating a minimum of 3X revenue per month
- Acquiring new clients per month
- Incremental AUM month on month
- Existing book size preferred
- To prospect, acquire and retain HNI clients
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
