Role Designation: Relationship Manager Investment Products
Key Deliverables:-
Acquiring HNI clients (Affluent & Super Affluent)
2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
3. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
4. CRM
5. Partner & client meeting
Role Requirements :-Educational Qualifications: Post Graduate, MBA or Equivalent o Experience: Minimum 2-3 Yrs of experience in investment products & equity o Domain Knowledge: Equity & Investment Products o IT Skills: MS Office.