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Relationship Manager - HNI (priority Customer)

5 - 7 yrs
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Not Disclosed by Recruiter Posted 30+ days ago Job Applicants: 90 Job Views: 977

Job Description

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    • Managing the client base/portfolio efficiently, through strong relationship skills
    • Deepening the client relationship through investment solutions such as Mutual Funds, Structures, PMS, Bonds, etc
    • While the incumbent will be provided a customer base to service, he/she is also expected to acquire new Priority Clients also
    • Ring fence existing large customers of the branch

Salary: Not Disclosed by Recruiter

Industry: Banking / Financial Services / Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Corporate Banking

Role:Client Servicing/Key Account Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    • Graduate, with minimum of 5-7 years work experience, largely in wealth management
    • Relevant experience in the managing HNI clients.
    • A business management diploma or CFP (certified financial planner) is an added plus
    • He/she should posses ambition, exercise diligence, and have process-orientation
    • Strong communication skills

    Qualification MBA / Graduate


UG: Any Graduate - Any Specialization

PG:MBA/PGDM - Any Specialization

Company Profile:

Adidar Consulting

Leading client of Adidar Consulting
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