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10/10 Ravindra V. Suryawanshi
HR at Ability Unleashed

Views:91 Applications:24 Rec. Actions:Recruiter Actions:0

Relationship Manager - Wealth Management - BFSI (2-4 yrs)

Mumbai Job Code: 14654

Designation: Wealth Management (Relationship Manager)

Specialisation - MFS, Fixed Income Sector, PMS & Cross Selling

Work experience -2 to 3 years of relevant experience

Qualification/Education : Graduate/Post Graduate

Location : Mumbai

CTC - 8 lacs pa

Job Responsibilities

- Ability to and a liking to handle investors and investment accounts in all important categories like HNIs, SMEs, Institutional and Corporate Investors. Relationship management and advisory, and equipping self towards that objective over a period of time

- Fairly good understanding of Fixed Income and Equity Markets.

- Good presentation skills and communication skills to pitch for advisory and Wealth Products to the clients from both corporate and non-corporate category

- Should be able to do cross-selling on all the accounts over a period of time based on risk profile and suitability

- Ability to sustain business relationships through meaningful advisory and prompt delivery with regard to key deliverables

- Asset or AUM building and revenue generation, to make the unit of operation profitable over a period of three to six months

Reporting to Head - Sales & Strategy

Ravi Suryawanshi
Ability Unleashed HR
M-9867303334

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