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Relationship Manager - Investment Products - HNI Sales

Relationship Manager - Investment Products - HNI Sales

Brokingcareer In

2 - 7 years

6 - 10 Lacs

Noida Kolkata Patna New Delhi Hyderabad Pune Ranchi Gurugram Mumbai (All Areas)

Posted:1 month ago| Platform:

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Skills Required

Wealth management revenue generation private wealth wealth hni HNI SALES Portfolio Management Financial Services Client Acquisition investment HNI Acquisition Financial Advisory broking structure product investment advisor pms aum investment Portfolio aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book siz Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

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Relationship Manager - Investment Products - HNI Sales