Wealth Relationship Manager - Leading Stock Broking Firm

Quotient Consultancy
  • Mumbai, Navi Mumbai
  • Confidential
  • 5-10 years
  • 22 Sep 2015

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets
Job Description

Job Description:

To ensure new client acquisition, retention & growth
To conduct financial planning and assessment & portfolio management of clients
To achieve targeted profitability & fee income
To contribute to customer satisfaction initiatives
To ensure policy adherence and coordination
To formulate periodic MIS

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Quotient Consultancy