Relationship Manager - Wealth

5 - 10 years

5.0 - 7.0 Lacs P.A.

Mumbai

Posted:2 months ago| Platform: Naukri logo

Apply Now

Skills Required

Stock BrokingHNIRelationship ManagementHNI AcquisitionWealth ManagementShare MarketPortfolio ManagementPCG

Work Mode

Work from Office

Job Type

Full Time

Job Description

What You'll do Roles & Responsibilities: Responsible for Direct Client Interactions, Account Management and Driving Revenue. Responsible for identifying customer needs, assessing their risk appetite and providing them with Investment options. Assist in New Client Acquisition, building new Relationship and increasing the depth of existing Relationships. Conduct Regular Client Meetings and update same in meeting tracker. Provide Regular updates to the clients regarding the market changes and subsequent changes to the portfolios. Have a clear focus on client mining. Location : Andheri - Mumbai Qualification : Any Graduation/ Post Graduation Certification : NISM 8 (Equity Derivative) Age : Upto 40 Years Candidates may also send their resume to Pushpendra.solanki@sbicapsec.com Whatsapp : 9116539974 Thanks & Regards, Team HR SBICAP Securities Ltd.

Investment Banking
Mumbai

RecommendedJobs for You

Chennai, Pune, Delhi NCR, Bengaluru, Gurgaon, Mumbai (All Areas)

Chennai, Mumbai, Chandigarh