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15/09 Kriti Sharma
HR at Emerald Management Services

Views:13 Applications:3 Rec. Actions:Recruiter Actions:0

Relationship Manager - Wealth Management (5-10 yrs)

Amritsar/Punjab Job Code: 176838

Role & Responsibilities

- Offer Private Banking/ Wealth Management Services

- Acquiring and Managing relationships of HNI and Super HNI clients, retaining & enhancing advisory relationships.

- Service the investment requirements of HNI and Super HNI clients.

- To achieve sales targets in terms of income generated across all advisory products.

- To keep one self-updated on the financial markets and in advisory products / services in particular.

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