Wealth Relationship Manager


2 to 7 yrs. Bengaluru / Bangalore , Pune , Mumbai
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Posted on 05 May 2017

Job Description

Job Role - Relationship Manager – HNI Acquisition

? Will be responsible for primarily selling Equity based investment advisory.
? Responsible for new client acquisition (HNI, UHNI & Family offices), building new relationships and increasing depth in existing relationships with clients
? Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
? Responsible for achieving targets as assigned by the organization on a monthly basis.

Required Educational, Skill Set & Knowledge

? Graduate / Post graduate with experienced, prefer 02- 5 yrs, experience in direct selling of financial products from any financial services industry
? Should have good communication & presentation skills
? Pleasing and positive attitude
? Should be a self-starter, proactive & target oriented.
? Relationship building skills

Link to Job: https://www.purnartha.com/


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