Rm/sr RM - Wealth Mgmt/banking - Hni/uhni

Adroit india financial advisory
  • Kolkata
  • 10-15 lakh
  • 3-5 years
  • 103 Views
  • 23 Jun 2015
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  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

Acquisition Relationship Manager

- Acquiring New clients and increasing the Assets under management

- Extensive mapping of potential client segments covering geographies of operation

- Relationship Management approach in dealing with prospective HNI & UHNI Clients

- Exploring opportunities for cross-sell and up-sell for the Group

- To build Understanding of Markets, Portfolio Analysis and various financial products

- Ensuring Compliance of Operational policies and procedures .

Key Skills: - Post graduate qualification in Management or Finance. (Graduates only with relevant experience will be considered)

- Build relationship management skills and develop understanding of Markets & Portfolio management

- Should possess first class interpersonal and communication skills.

- Post graduate qualification in Management or Finance. (Graduates only with relevant experience will be considered)

- Market exposure in Wealth Management or Banking / Broking/ Financial services - MANDATORY

- Strong Relationship management skills in approaching High-Net-Worth & Ultra High-Net-Worth Clients.

- Experience in acquiring & building client base using Internal & External networks

- Detailed knowledge in terms of Regulatory requirements, Product knowledge, Financial market awareness and an overall understanding of the business.


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Adroit india financial advisory