Job Code: 50191
Location: Mumbai
Position Title - Senior Relationship Manager
Function & Specialization - Wealth Management
Industry - Banking
Location - Mumbai
Qualification - MBA/CA
Experience - 4 to 8 years
Personal Attributes:-
- A strong complete Personality.
- Strong presentation & Communication skills.
- Good Analytical skills.
- Ability to manage numerous deliverables in a timely & effective manner.
- An eye for details
- Creative, confident, professional with high levels of drive, ambition & enthusiasm.
Our Client - A multinational bank
Responsibilities:-
- To acquire new clients in the HNI segment.
- Managing relationships of super HNI clients and to ensure high level of client satisfaction
- Offering Private Banking/ wealth management services through products like mutual funds, advise on direct equity, structured products, insurance, and bonds
Special Skills
- Good knowledge on equity and debt markets.
- AMFI Certification is a must.
- Updated knowledge and expertise on the financial markets & on advisory products / services (Equities, Mutual Funds, Asset Allocation, Derivatives).
- Must have worked in wealth management, private banking.
- Have experience of selling equity, mutual funds, insurance related products to HNI Clients.
- Candidates having active investor relationships (AUM book) will be preferred.
Respond to cspl@csplsearch.com
Visit us at www.csplsearch.com
Location: Mumbai
Position Title - Senior Relationship Manager
Function & Specialization - Wealth Management
Industry - Banking
Location - Mumbai
Qualification - MBA/CA
Experience - 4 to 8 years
Personal Attributes:-
- A strong complete Personality.
- Strong presentation & Communication skills.
- Good Analytical skills.
- Ability to manage numerous deliverables in a timely & effective manner.
- An eye for details
- Creative, confident, professional with high levels of drive, ambition & enthusiasm.
Our Client - A multinational bank
Responsibilities:-
- To acquire new clients in the HNI segment.
- Managing relationships of super HNI clients and to ensure high level of client satisfaction
- Offering Private Banking/ wealth management services through products like mutual funds, advise on direct equity, structured products, insurance, and bonds
Special Skills
- Good knowledge on equity and debt markets.
- AMFI Certification is a must.
- Updated knowledge and expertise on the financial markets & on advisory products / services (Equities, Mutual Funds, Asset Allocation, Derivatives).
- Must have worked in wealth management, private banking.
- Have experience of selling equity, mutual funds, insurance related products to HNI Clients.
- Candidates having active investor relationships (AUM book) will be preferred.
Respond to cspl@csplsearch.com
Visit us at www.csplsearch.com
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