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Wealth Relationship Manager - HNI Sales (3-15 Yrs) Mumbai/Chennai (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
Job Purpose :- Getting productivity from HNI clients in Portfolio Management Services (PMS),- Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. He is also responsible for selling Insurance.Key Deliverables :1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.3. To give your full involvement to support IFA s clients to maintain long-term relationship with them.4. Daily meetings with clients5. Team HandlingRole Requirements- Educational Qualifications : Graduate- Experience : 3 Years in Equity / MF- Domain Knowledge : Equity- IT Skills : MS Office (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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