Relationship Manager - Equity & Cross Sales (1-6 yrs)
Job Description
- The relationship manager will be responsible for acquiring preferred clients
- Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
- Investment Advisory Relationship Management: Portfolio Management Mutual Funds HNI Private Equity Stock Broking Bonds Structured Products equity demat broking securities trading shares share market cross sales cross selling
- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
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