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For Employers

Senior Relationship Manager

Corporate Recruiters Hiring For Corporate Recruiters

3 - 8 years

|

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Skills Required

customer relationship business development interpersonal skills lead generation convincing power client servicing direct sales relationship building wealth advisory financial services

Work Mode

On-site

Job Type

Full Time

Job Description

The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.

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