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ACME SERVICES PRIVATE LIMITED
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IP Relationship Manager

IP Relationship Manager

ACME SERVICES PRIVATE LIMITED

2 - 4 years

4 - 8 Lacs

Mumbai

Posted:3 months ago| Platform:

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Skills Required

IP Relationship branch sales hni team management bonds business development banking operations investment products sales branch management shares marketing relationship management tpp pms client relationship portfolio management mutual funds wealth management

Work Mode

Work from Office

Job Type

Full Time

Job Description

KEY 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 generating 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 the product and research team (Centralize CFP Team) for taking investment decisions for the clients. > To conduct and assist in organizing seminars, workshops and other business development activities. Specifications Required- 1. Candidate should have good knowledge & experience of Investment Products such as PMS, IAP, AIF, Bonds, Listed- Unlisted Shares etc 2. Very good communication skills, irrespective of language. 3. Candidate should be presentable.

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ACME SERVICES PRIVATE LIMITED

www.acmeservices.com

Information Technology

Tech City

150 Employees

841 Jobs

Key People

John Doe

Chief Executive Officer
Jane Smith

Chief Technology Officer
Alice Johnson

Head of Marketing

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IP Relationship Manager

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