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09/11 People Search Junction
Recruiter at People Search Junction

Views:288 Applications:49 Rec. Actions:Recruiter Actions:2

Relationship Manager - Preima/Priority/Assets Under Management Sales/Wealth Management (8-15 yrs)

Bangalore/Hyderabad/Chennai/Kerala Job Code: 17177

Designation: AUM Sales

Salary : 8 lacs and above

Location: Bangalore/Chennai/Hyderabad/ Cochin

- 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.

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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