Job Description
Acquisition Relationship Manager
Job Description:
Designation : Relationship Manager / Sr. Relationship Manager
- Acquiring New clients and increasing the Assets under management
- Extensive mapping of potential client segments covering geographies of operation
- Relationship Management approach in dealing with prospective HNI & UHNI Clients
- Exploring opportunities for cross-sell and up-sell for the Group
- To build Understanding of Markets, Portfolio Analysis and various financial products
- Ensuring Compliance of Operational policies and procedures
Key Skills: - Post graduate qualification in Management or Finance. (Graduates only with relevant experience will be considered)
- Build relationship management skills and develop understanding of Markets & Portfolio management
- Should possess first class interpersonal and communication skills.
- Post graduate qualification in Management or Finance. (Graduates only with relevant experience will be considered)
- Market exposure in Wealth Management or Banking / Broking/ Financial services - MANDATORY
- Strong Relationship management skills in approaching High-Net-Worth & Ultra High-Net-Worth Clients.
- Experience in acquiring & building client base using Internal & External networks
- Detailed knowledge in terms of Regulatory requirements, Product knowledge, Financial market awareness and an overall understanding of the business.
Job Description:
Designation : Relationship Manager / Sr. Relationship Manager
- Acquiring New clients and increasing the Assets under management
- Extensive mapping of potential client segments covering geographies of operation
- Relationship Management approach in dealing with prospective HNI & UHNI Clients
- Exploring opportunities for cross-sell and up-sell for the Group
- To build Understanding of Markets, Portfolio Analysis and various financial products
- Ensuring Compliance of Operational policies and procedures
Key Skills: - Post graduate qualification in Management or Finance. (Graduates only with relevant experience will be considered)
- Build relationship management skills and develop understanding of Markets & Portfolio management
- Should possess first class interpersonal and communication skills.
- Post graduate qualification in Management or Finance. (Graduates only with relevant experience will be considered)
- Market exposure in Wealth Management or Banking / Broking/ Financial services - MANDATORY
- Strong Relationship management skills in approaching High-Net-Worth & Ultra High-Net-Worth Clients.
- Experience in acquiring & building client base using Internal & External networks
- Detailed knowledge in terms of Regulatory requirements, Product knowledge, Financial market awareness and an overall understanding of the business.
Salary:
Not Disclosed by Recruiter
Industry:
Banking / Financial Services / Broking
Functional Area:
Sales, Retail, Business Development
Role Category:
Channel Sales
Role:
Client Relationship Manager
Keyskills:
Relationship Manager Portfolio management MarketsPortfolio Analysis Wealth Management Banking Financial services Acquisition Relationship Manager
Desired Candidate Profile
Education:
UG - Any Graduate
PG - MBA/PGDM
PG - MBA/PGDM
Job Location: Kolkata
Job Sector: Broking
Required Experience: 3 - 5 year(s)
Qualification - MBA in marketing/finance
Job Sector: Broking
Required Experience: 3 - 5 year(s)
Qualification - MBA in marketing/finance
Company Profile
Adroit India Financial Advisory
Adroit India Financial Advisory
Contact Details
Recruiter Name:HR
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