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
- 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