Showing posts with label Relationship Manager Portfolio management MarketsPortfolio Analysis Wealth Management Banking Financial services Acquisition Relationship Manager. Show all posts
Showing posts with label Relationship Manager Portfolio management MarketsPortfolio Analysis Wealth Management Banking Financial services Acquisition Relationship Manager. Show all posts

Thursday, 14 November 2013

Rm/sr RM - Wealth Mgmt/banking - Hni/uhni

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)