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Preferred Relationship Manager

Shamisha Resources Management LLP
8 - 10 yrs
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8,00,000 - 15,00,000 P.A. Posted 56 days ago Job Applicants: 56 Job Views: 187

Job Description

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    Handling for Preferred Desk for assigned cluster.
    -Provide financial planning services through products like mutual funds, structured products, insurance, asset allocation, bonds, direct equity etc.
    - Acquiring high value relationships into the Preferred Client group.
    - Managing relationships of HNI clients, retaining & enhancing advisory relationships.
    - To generate revenue from existing customers mapped and from new clients.
    - To execute cross sell efforts as per focus of the organization at any given point in time.
    - To keep one self-updated on the financial markets and in advisory products / services in particular.
    To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
    To conduct and assist in organizing seminars, workshops and other business development activities.

Salary: INR 8,00,000 - 15,00,000 P.A.

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    PG/MBA from reputed institute or Graduate from good college. AMFI certification and knowledge of Mutual Funds would be an added advantage.

    Experience : Minimum 10yrs + in handling HNI relationship, Sales & Financial Planning of HNI Clients from BFSI or any other sector with good business / market knowledge. Having experience of handling HNI Client acquisitions and Relationship Management & service.

    Personality : - Smart, Good Pleasing Personality, Good communication.


PG:MBA/PGDM - Any Specialization

Company Profile:

Shamisha Resources Management LLP

We believe in providing end to end talent solutions to our clients. We specialise in technical recruitments, always endeavouring to provide best fit candidate for our client's needs. However, we have often provided talent activation & upgrade services to our clients. These offerings are listed below as Structured Talent Solutions.
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Job Posted by

Sujith Nair Sr. Recruitment Consultant Shamisha Resources Management LLP Ahmedabad

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