Relationship Manager - Investment Products - HNI Sales

2.0 - 7.0 years

6.0 - 10.0 Lacs P.A.

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

Posted:1 week ago| Platform: Naukri logo

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Skills Required

Wealth managementrevenue generationprivate wealthwealthhniHNI SALESPortfolio ManagementFinancial ServicesClient AcquisitioninvestmentHNI AcquisitionFinancial Advisorybrokingstructure productinvestment advisorpmsauminvestment Portfolioaif

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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