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Relationship Manager / Sr. Relationship Manager

Keywords / Skills : sales, HNI, Relationship manager, Client Acquisition, Business development, Client servicing, Acquire

2 - 6 years
Posted: 2019-04-09

Banking/Accounting/Financial Services
Sales/Business Development
Relationship Mgr/ Account Servicing
Any graduate
Posted On
9th Apr 2019
Job Description
-- Acquire and Maintain relationship and increase AUM from HNI clients.

-- Advising HNI & Ultra HNI clients on their Investments and managing their overall financial portfolio and expanding the wallet-share from existing clients

-- To research, investigate and update themselves on available investment product basket across asset classes to determine whether they fit into clients portfolios.

-- Work along with product team to give feedback and develop need based PRODUCT so as to suit the clients requirements

-- To coordinate with product and research team for taking investment decision for the clients.

-- To conduct and assist in organizing seminars, workshops and other business development activities

-- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

About Company

Our Client is an Investment management boutique firm growing with an high pace. Looking to hire professionals in business development.
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