Relationship Manager
Relationship Manager
نُشرت في :
23-04-2024
صاحب العمل نشط
1 وظيفة شاغرة
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
الوصف الوظيفي
رقم الوظيفة : 2744844
The Relationship ManagerWealth is the ultimate face of the business as (s)he is going to be the final
point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships
and managing & retaining such relationships by delivering the best standards of services. (S)he would be
expected to establish strong ties with them by designing & implementing their financial plans; and then
by ensuring that they receive and execute on the right advice
To acquire Preferred clients (Affluent & Super Affluent)
To maintain client relationships and generate AUM (Mutual Funds PMS Structured Products)
from preferred clients
To advise Affluent & Super Affluent clients on their Investments and managing their overall
financial portfolio and deepening the wallet from existing clients
To track the Affluent & Super Affluent Client segment in the market for new client acquisition
EXPERIENCE REQUIRED (Minimum 3years)
Should have 35 Years of work experience preferably in Private Bank/Wealth Management set
up
Should have good vintage in their present as well as previous companies (At least minimum
tenure of 34 years of stability)
Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above
To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition EXPERIENCE REQUIRED (Minimum 3years) Should have 3-5 Years of work experience preferably in Private Bank/Wealth Management set- up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above
نوع التوظيف
دوام كامل
المجال
المهارات المطلوبة
الإبلاغ عن هذه الوظيفة
إخلاء المسؤولية: د.جوب هو مجرد منصة تربط بين الباحثين عن عمل وأصحاب العمل. ننصح المتقدمين بإجراء بحث مستقل خاص بهم في أوراق اعتماد صاحب العمل المحتمل.
نحن نحرص على ألا يتم طلب أي مدفوعات مالية من قبل عملائنا، وبالتالي فإننا ننصح بعدم مشاركة أي معلومات شخصية أو متعلقة بالحسابات المصرفية مع أي طرف ثالث. إذا كنت تشك في وقوع أي احتيال أو سوء تصرف، فيرجى التواصل معنا من خلال تعبئة النموذج الموجود على الصفحة اتصل بنا
