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11/09 Rupali
Partner at Amogha Advisors

Views:15 Applications:12 Rec. Actions:Recruiter Actions:0

Relationship Manager - Sales - Financial Products (5-9 yrs)

Delhi NCR Job Code: 176186

- Accountable for acquisition of High net worth clients

- Responsible for identifying customer needs and assessing their risk appetite

- Responsible for activation of trading accounts of clients, assisting new entrants in the equity market on the fundamentals of the market.

- Responsible for cross selling products like Insurance, Mutual funds, PMS, AIF etc to the New and Existing set of customers and building depth within the existing relationships

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

- Provide regular updates to the immediate superior as an when required

Experience: 5years to 9 years of experience in Selling of Financial Products.

Experience in handling HNI & UHNI clients and Experience of Selling MF and Other Third-party Structured Products

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