Wealth Management jobs in Mumbai - SD Consultancy Services

Relationship Manager

SD Consultancy Services
1. 3 - 9 yrs
2. Mumbai NA NA NA
NA
Rs 3,00,000 to 5,00,000 p.a.

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Less than 5 Applicants
2021-06-30 2021-12-30

Job Description

Below is the JD :

To up the products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

� Achieving the business targets, enhancing and upgrading the Client Net worth relationships.

� Profiling customers and provide financial products to meet customer needs

� Ensuring the highest levels of service to the client /HNI customers

� Providing Investment planning and advice

� Achieving sales and revenue targets spread across product mix

� One point contact for the assigned customer

� Acquisition & Servicing of HNI/UHNI customers

Key Skills

Industry

Banking / Financial Services / Stock Broking

Functional Area

Sales & Marketing / Business Development/telecaller

Number of Vacancy

Qualification

Any Bachelor Degree, Post Graduate Diploma, M.A, M.C.A, M.B.A/PGDM, M.Com

About SD Consultancy Services

We are specialize in Employment Agency and HR Services.

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