Relationship Manager (Equity)

G&R Management Consultancy Pvt. Ltd.

1 to 4 yrs. Lucknow , Allahabad , Kanpur
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Posted on 12 Feb 2017

Job Description

We have opening on Urgent Basis:

Organization: Leading Wealth Management Firm
Location: Delhi, Hissar, Gurgaon, Faridabad, Lucknow, Allahabad, Kanpur, Varanasi.


Package: 1.8 lacs to 3.0 lacs

Exp : 1-5yrs

Key Job Responsibilities -
1. Manage and generate cross sell revenue from preferred clients.
2. Acquire preferred clients
3. Provide financial planning services to all assigned and acquired preferred clients.
4. Responsible for all cross sell related servicing to assigned clients.
5. Ensure client meetings as per defined norms.
6. Maintain records of business on internal software.
7. Liaison with Branches and other Vertical Heads for revenue generation and query resolution.
8. Ensure compliance as per various regulator and organization guidelines.

Skills Required
• Good communication skills
• Graduate with NISM – VIII series

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