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15/02 Manish Rajawat
Director at Intellectual Capital HR Consulting Pvt Ltd

Views:74 Applications:15 Rec. Actions:Recruiter Actions:0

Head/HNI Client Relationship Manager - Private Client Group - Broking Firm (3-7 yrs)

Mumbai Job Code: 26461

This opening with one of our Client which is one of the top Broking Firm.

Department - Private Client Group

Location-Mumbai

Number of Positions -1

Position - Head

Job Role:

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with Ultra High Net worth clients.

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization

- Will be responsible for primarily selling all kind of Equity based investment products,

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Understands clients risk profile and maximizes the - risk vs. reward- balance for- individual clients by optimizing product mix.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Provide regular updates to the immediate superior as an when required.

Job Requirement:

- Graduate / Post graduate with 3-7 years of experience in direct selling

- Should have good communication & presentation skills.

Nishi Parikh

NBFC - Head Recruiter

Intellectual Capital HR Consulting Pvt. Ltd

Landline: 022-41284026

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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