Relationship Manager
Posted on :
13-02-2024
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
13-02-2024
Job Description
Req ID : 2525813
Job Description:
- This is a fulltime onsite role in Mumbai & Pune location for an Investment Specialist (Client Relationship).
- The Private wealth Specialist will be responsible for managing HNI client relationships and providing customized investment solutions to meet their needs.
- The Investment Specialist will work in close coordination with the leadership team to ensure efficient service delivery.
- Achieving targets as assigned by the organisation on a monthly basis.
- Regular updates to the immediate superior as a when required.
Employment Type
Full Time
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
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