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Priority Relationship Manager

Priority Relationship Manager

Skywings Advisors

5 - 10 years

18 - 33 Lacs

jalandhar lucknow delhi / ncr

Posted:1 day ago| Platform:

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Skills Required

hni wealth management portfolio management mutual funds retail liabilities pms insurance sales priority banking investment advisory financial advisory wealth sales aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

1. Acquire new HNI & manage portfolio of existing clients.
2. Cross-selling of products like insurance, Deposits, commercial assets, PMS, & Mutual Funds.3. Regular client meetings to generate revenue, references & offer excellent customer service.

Required Candidate profile

5-15 Yrs. exp. in HNI Sales/ Portfolio Management/ Wealth Sales from Banks/NBFCs.Excellent Communication and relationship skills.Please connect on 7827930908 for further discussion.

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Priority Relationship Manager