Relationship Manager

4 - 5 years

0 Lacs

Bengaluru, Karnataka, India

Posted:2 weeks ago| Platform: Linkedin logo

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Skills Required

database portfolio management planning

Work Mode

On-site

Job Type

Full Time

Job Description

Role Name- Relationship Manager Experience - 4-5 years Location - Bangalore Roles & Responsibilities:- • Direct sales profile so candidate should be able to acquire quality base HNI clients throughnetworking, database, and market intelligence. • He/she should have a maximum number of own clients relationship and he/she should be aware of local market intelligence. • Promote Focus Product of the month. • Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products. • Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients. • Candidate should be having 12-15CR of AUM with him/her into Equity & Investment Product • Min. 25-30 client candidate managing. • Min AUM 5-6cr from Equity Functional / Technical Skills: 1. Good Knowledge of capital market 2. Portfolio Management 3. Financial Planning Behavioral Skills: 1. Go get the Approach 2. Customer Relationship 3. Customer Satisfaction Show more Show less

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