RM Premia (manager & Above Grades)

Quotient Consultancy
  • Mumbai
  • 10-17 lakh
  • 2-7 years
  • Views
  • 14 Dec 2016

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Excellent Fees based revenue generation skills and existing client base by selling Third party products like MF, Insurance, Equity Trading, Structured Products, PMS, Home Loans etc.

Acquisition & managing High / Ultra High Net Worth customers

Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
Ensure highest levels of customer service to these HNI customers

Location : Mumbai (Lower Parel)

Designation : Premia Relationship Manager

Grade : Manager and Above

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Quotient Consultancy