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Relationship Officer

Relationship Officer

Bossberry Learning

4 - 9 years

15 - 20 Lacs

Bangalore Rural Bengaluru

Posted:2 weeks ago| Platform:

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Skills Required

Wealth Management Demat Relationship Management HNI Acquisition HNI Client Handling Portfolio Management HNI Sales Ntfs MF Investment Advisory RM Brokerage

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 relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

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Bossberry Learning

WWW.BOSSBERRYLEARNING.COM

Education Administration Programs

pune Maharashtra

11-50 Employees

96 Jobs

Key People

Sarah Johnson

CEO
David Smith

CTO
Emma Brown

Head of Product Development

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Relationship Officer