Relationship Manager - Wealth Management - Bank (5-13 yrs)
Reporting to: PCG Desk Head
- It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.
- Promote Focus Product of the month
- Maintain records of business on internal software CRM etc.
- Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products
- Candidate should have minimum experience of around 5 years from banking and broking industries and managing bank AUM of HNI Clients.
Education Qualification - Gratuate
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