Relationship Manager
Job Description
Relationship Managers
Salary Range 3 4.8 LPA
Designation: Relationship Managers
Location: Mumbai (Colaba)
Job Responsibilities include:
The Relationship Managers will be responsible for coordinating with acquiring clients (Affluent & Super Affluent).
Supporting in advising Affluent clients on their Investments and managing their overall financial portfolio.
To research and investigate available investment opportunities/financial market trends to determine whether they fit into the clients portfolios.
Coordinate with the research team to taking investment decisions for the clients.
To conduct and assist in organizing seminars, workshops, and other business development activities.
Prior experience working in a Broking/Advisory / Wealth management setup.
Handle and manage clients with a minimum investment amount of Rs 25 Lakhs and above.
Candidates having good vintage in their present, as well as previous companies, will be preferred.
Experience
1+ Years for experienced / Freshers with good knowledge of the Share Market
Education & Job Profile Requirement
MBA/PGDBM /CFA.
Fluency in English, Hindi & any one regional language.
Excellent communication & presentation skills. (Both written, verbal & visual)
NISM certification preferred. (Valid Mandatory Certificates as per regulatory requirement/s)
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Job Detail
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Job IdJD2948419
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Rs.470000 per year
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear