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For Employers

Relationship Manager

Jobs Territory Hiring For Business Banking Client

7 - 11 years

|

0 Lacs

mumbai city thane

Posted:5 hours ago| Platform: Shine logo

Apply

Skills Required

client acquisition client handling wealth advisory high net worth individuals hni client handling investment advisory business banking portfolio management wealth management

Work Mode

On-site

Job Type

Full Time

Job Description

Dear Candidate,

Relationship Manager

NOTE:

Responsibilities:

Manage and grow relationships with existing HNI and UHNI clients by providing strategic advice and tailored investment solutions.
Acquire new clients through referrals, networking, and market engagement.
Drive revenue growth by optimizing product mix and increasing client asset size.
Represent a spectrum of products Mutual Funds, PMS, AIFs, and alternate asset strategies with customized solutions aligned to client mandates.
Engage in high-impact family office and HUNI meetings to design long-term wealth preservation and alpha generating portfolios.
Influence client decisions through market insights and strategic advisory rather than transactional product pitches.
Will be reporting to TL
Candidates from
Insurance Sectors - DONOT APPLY

Immediate to 30 days joiners preferred.

EXPERIENCE:

Qualification:

Age limit

More Jobs at Jobs Territory Hiring For Business Banking Client

Relationship Manager

mumbai city, thane

INR 0 - 0 Lacs

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Jobs Territory Hiring For Business Banking Client

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