Hiring for Privilege Relationship Manager (3 LPA)
Job Role: Privilege Relationship Manager
Location: Richmond Road, Bangalore-
Industry: Financial Services / Capital Markets
Salary: 3.0 LPA
Duration: Full Time
Qualification: Any Graduate / Any Post Graduate
Gender Requirement: Any
About Company
We are one of India’s fastest growing full-service Capital Markets firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates.
Roles & Responsibilities:
- Cater to the investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products.
- Meet the required AUM, investor acquisition and AUM targets for a given area.
- Ensure the timely delivery of customized wealth advice to HNI customers
- Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
- Joint calls with branch team
- Candidates should be able to acquire quality base clients through networking, database and market intelligence
- Maintain records of business on internal software CRM etc.
Interview Details:
- 2 Rounds of Face-to-Face Interview
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