Senior HR Recruiter at RiverForest Connections
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Wealth Relationship Manager - HNI Sales (3-15 yrs)
Job Purpose :
- Getting productivity from HNI clients in Portfolio Management Services (PMS),
- Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling Insurance.
Key Deliverables :
1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.
2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
3. To give your full involvement to support IFA's clients to maintain long-term relationship with them.
4. Daily meetings with clients
5. Team Handling
Role Requirements
- Educational Qualifications : Graduate
- Experience : 3+ Years in Equity / MF
- Domain Knowledge : Equity
- IT Skills : MS Office
