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Relationship Manager

Relationship Manager

WOW Softech

6 - 11 years

12 - 22 Lacs

Hyderabad Chennai

Posted:1 month ago| Platform:

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Skills Required

Mutual Funds HNI Client Handling Wealth Management HNI Sales Wealth Relationship Portfolio Management Premier Banking Client Acquisition Priority Banking HNI Acquisition Premier Ultra Hni Preferred Banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Interested Candidates ping a resume to avinash.bandla@wowjobs.biz or 8919140400 1 .Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc 2 .Generate leads and develop prospects, network to identify referrals to new clients 3 .Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan 4 .Identify and execute on new business opportunities with existing clients 5 .Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions 6. Candidate must be having 20cr of AUM in Mutual Funds

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WOW Softech

www.wowsoftech.com

Software Development

San Francisco

50-100 Employees

128 Jobs

Key People

Jane Doe

CEO
John Smith

CTO
Alice Johnson

CFO

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