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15/11 Sonal Mahalank
HR Associate at Recrutist.com

Views:80 Applications:20 Rec. Actions:Recruiter Actions:4

Relationship Manager - Sales - Bank (1-6 yrs)

Bangalore Job Code: 98578

PRE-REQUISITES: -

- Relationship Managers with prior experience in a Broking/Private bank/wealth management set up.

- Handled clients with a minimum Investment amount of Rs 25 Lakhs and above.

- Experienced and proficient in advising clients across all asset classes.

ROLES & RESPONSIBILITIES :

- The Relationship Manager will be responsible for managing HNI clients and acquiring and new customers through referrals, meetups, camps, and client calls.

- Maintaining client relationships and generating AUM from preferred clients through asset allocation, portfolio management, and retirement planning.

- Advising Affluent clients on their Investments and managing their overall financial portfolio whilst deepening the wallet from existing clients through referrals from existing clients.

- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into client's portfolios.

Experience :

- Atleast 6 months to 3 years in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector.

- Should have experience of handling HNI Client Acquisitions and Relationship Management & service

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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