PositionPREFERREDRELATIONSHIPMANAGER

LocationMumbai
JobProfile:

ManaginganAUMofHighNetWorthclientportfolio.

Managingtheirinvestmentportfolio.

Coordinatingwithrespectivedepartmentstofulfillclientrequirement.

Advisinginvestmentinstrumentstoclientsandhelpthemforassetallocation
understandingtheirriskprofile.

AchievingbusinesstargetsspreadacrossLiabilities,RetailAssets,Business
Banking,Forex,CreditCards,Onlinetradingaccountsetc

Involvedinopeningcurrentaccounts/savingsaccounts,

SellingmultiproductlikelifeInsurance,mutualfunds, GoldCoinsand
WorkingCapitalFinance,assetproductslikeBusiness/PersonalLoan,
LAP/OD

Acquisition&ServicingofHighNetWorthcustomers

GivingpresentationtotheCorporate'sonvariousFinancialProductsand
providingTaxandInvestmentAdvisoryServices.

Meetingincometargetsoftheportfolio.

Jobrequirement

CandidateshouldbeapostgraduatefromgoodBschool.

Shouldhaveanexperienceof15yearsintheanyoftheindustry

Abilitytoadviseandhandlerelationshipsoftopendclients