Manager HR at B&K Securities
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B&K Securities - Wealth Relationship Manager (5-10 yrs)
A Relationship Managers key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals and ensuring that procedures and policies are adhered to.
- Strong understanding of investment and Wealth products
- Excellent marketing and business development skills
- Detailed understanding of the financial needs of all types of customers
- Ability to manage client expectations and meet tight deadlines
- Impeccable communication and interpersonal skills are required, as is the ability to listen and
understand a client's requirements.
Experience & Qualifications:
- Candidates from Wealth Sales backgrounds only
- Post Graduate certification required
- NISM V-A (Compulsory), X-A, X-B (Preferable)