Relationship Manager - Equity & Cross Sales (1-6 yrs)
Job Description
- The relationship manager will be responsible for acquiring preferred clients
- Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc.
- Investment Advisory Relationship Management: Portfolio Management Mutual Funds HNI Private Equity Stock Broking Bonds Structured Products equity demat broking securities trading shares share market cross sales cross selling
- Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
