Relationship Manager

PRIME SERVICES

Purpose of the Job

Customer Relationship Management with complete ownership of Sales of subscription,

Operations and Financial Planning and Wealth Management for Clients.

This position holder will be responsible for managing key relationships and ensures

business development across all distribution segments and manage Corporate & SMEs at

all locations of the Cluster.

Will play a strategic role in the future growth and expansion of the organization

Key responsibilities

Responsible for achieving Sales of subscription and provide right solution to

client through wealth products, acquiring HNI/UHNI.

Solutions: Mutual fund, Insurance, Legal, Tour Advisory, CMG Funding, PMS

and other Wealth management products along with Loan

Acquisition of new HNI & UHNI Clients

Ensure right- selling by all team members through regular training.

Ensuring Compliance with regulations.

Experience : 3 - 6 Years

No. of Openings : 3

Education : M.B.A/PGDM, CA

Role : Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India