Relationship Manager jobs in Palghar - Vaishnavi Consultancy

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  • Job View 58 Views
  • Applicants Less than 5 Applicants
  • 2021-06-05 2021-12-05

Job Description

1. It is direct sales profile so candidate should be able to acquire quality base HNI clients through networking, data base, and market intelligence. And he/she should have maximum number of own clients relationship and he/she should be aware of local market intelligence.

2. Promote Focus Product of the month

3. Candidate should be able to acquire HNI Clients and able to sell MF, Insurance, PMS, Structure Products and others

4. Maintain records of business on internal software CRM etc.

5. Candidate should have experience from banking and broking industries and managing bank AUM of HNI Clients.

6. Understanding the Markets & Fundamental Stock market reports and advising the same to HNI / UHNI clients mapped to the Desk or to respective Advisor.

7. Regular Regional visit for HNI client meetings, seminar/events.

8. Revenue generation and increasing the revenue share within the ambit of the internal & external approved policies of RMS and Compliance regularities.

Key Skills

Industry

Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy

6

Qualification

Any Bachelor Degree, B.Com


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