"Relationship Manager"-Bangalore

Job Description

- Entire portfolio analysis, 360 degree wealth management and performing need analysis of your HNI, Ultra HNI and retail clients requirement . Formulating strategies to expand the HNI & Retail client's base. - Maintaining long term relationships with e.


4 Lac-5 Lac P.A

Functional Area

Financial analysts


Permanent Job, Full time

Other Benefits


Primary Responsibilties

--Client Acquisition, generation of revenue through sale of liability products like mutual funds, insurance, PMS, IPO and bonds. --Retention of exiting clients both active and inactive.

Required Qualification

UG - Bachelor of Commerce (B.Com) - Banking & Insurance

Cerification - N/A

Similar jobs

"Insurance Advisor"-Bangalore

Key Skills:

  • Life Insurance
  • Finance

"Relationship Manager"-Bangalore

Key Skills:

  • Life Insurance
  • Financial Planning

Key Skills:

  • saleslife
  • insurance
  • direct selling
  • Direct Sales
  • Life Insurance Agent

Relationship Manager

Key Skills:

  • Relationship Management
  • Wealth Management
  • Portfolio Management
  • Investment Advisory
  • Mutual Funds
  • Health Insurance
  • Financial Advisory
  • Finance
  • finance manager
  • Financial Planning
  • HNI
  • Client Handling