Relationship Manager - Demat Accounts / Equity Portfolios

I cap financial services

0 to 1 yrs. Bengaluru / Bangalore
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Posted on 07 Feb 2020

Job Description

Responsibilities and Duties

1. Candidate should hold a degree / post graduation in Finance / Marketing.
2. Hands on Experience in Handling and acquiring High Net Worth Individuals.
3. Advising and helping the new clients regarding the Demat accounts.
4. Prior Experience with Wealth Management Role.
5. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet of existing clients.
6. Helping the clients with portfolio transfers.
7. Organizing Marketing Campaigns in all formats.
8.NCFM Certification is an added advantage
9.Must have the ability to work individually and as a group.
10.Should be self driven and target oriented.
11.Should act as a productive resource by fulfilling the budgetary expectations

Keyskills

Job Posted by

Maria Ashwini HR I cap financial services Bengaluru / Bangalore

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