Relationship Manager - Private/Prority Wealth Management - NBFC

ABC Consultants Pvt. Ltd.
  • Bangalore, Chennai, Hyderabad, Coimbatore
  • 15-35 lakh
  • 5-12 years
  • 14 Sep 2015

  • Sales & Marketing

  • Financial Services/ Capital Markets, Banking - Retail
Job Description

Location: Bangalore/Hyderabad/Chennai/Tamilnadu/Coimbatore
Seeking "Relationship Manager - Private/ Priority Wealth Management" for a reputed NBFC based across South - "Bengaluru, Chennai, Hyderabad, Coimbatore"

Job Description :

- To acquire, establish and grow Premier customer relationships to achieve the sales and service targets.

- To maximise profitability through portfolio growth, share of wallet, customer retention and growth of high value customers.

- Advise the clients for Portfolio management in terms of their financial requirement

- To sell products like Equity Solutions, Commodities, Currency, Bonds, Real estate etc.

- Take care of investment prospect of the clients

- Give the appropriate services to the client and maintain strong relationship

Requirements :

- Strong financial services knowledge and experience building relationships with high net worth individual

- Professional financial qualification preferred

- Experience developing customized Wealth solutions for clients

- Familiarity with financial markets, good knowledge of wealth management products 

- Excellent interpersonal skills, including influencing and relationship building

- Candidates from Banking, NBFC, AMC (Asset Management Company), Broking firm are only preferred.

Competencies/Skill sets for this job

Private Wealth Broking Commodities

Job Posted By

Manveen Kaur
Client Manager

About Organisation

ABC Consultants Pvt. Ltd.