Hiring for Relationship Manager - Investment
- Apex Services Hiring
- 2 to 7 Yrs
- Multi-City, India
- 3 years ago
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Job Description
Dear Candidate,
Greetings From "APEX SERVICES"
Role- Relationship Manager
C.T.C.- up to- 7 L.P.A. + incentive + Other benefit
Min Experience - 2 Years - 3 years
Roles and Responsibilities -
- The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent).
- He/She would be responsible to drive the TPP sales through branch sales team and advisors.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients portfolios.
- 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.
Desired Candidate Profile -
- Relationship Managers with prior experience working in a Broking /Private bank/wealth management set up.
- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability).
Kindly reply with an updated CV at ap********i@gm**l.com if you are interested in the mentioned Job Role. you can call also on hidden_mobile (WHATSAPP).
Employement Category:
Employement Type: Full timeIndustry: Broking Role Category: Securities Trading Functional Area: Not ApplicableRole/Responsibilies: Hiring for Relationship Manager - InvestmentContact Details:
Company: Apex Services HiringLocation(s): Multi-City, India
Keyskills: broking nse tpp demat hni client handling bse securities market revenue generation dmat relationship manager
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