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Relationship Manager - Investment Banking & Wealth Domain

Relationship Manager - Investment Banking & Wealth Domain

TIE-UPS

3 - 4 years

5 - 6 Lacs

ahmedabad vadodara mumbai (all areas)

Posted:None| Platform:

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Skills Required

wealth & equity domain relationship management wealth management portfolio management compliance client acquisition hni client handling high networth client relations wealth products aum trv financial planning business development premier clients

Work Mode

Work from Office

Job Type

Full Time

Job Description

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals.

Required Candidate profile

MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products

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Relationship Manager - Investment Banking & Wealth Domain