Job Details

 

Relationship Manager- Equity Sales

  • 9 - 15 years
  • Mumbai
Industry :
Banking / Financial Services / Broking
Functional Area :
Sales, Retail, Business Development
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Quote job ref: 211419

Job Description
Relationship Manager - Direct Sales

Objective: Achieve Gross Sales as per the Business Objectives. Acquisition of HNI & UHNI


Reporting to: CEO

Key Skills
  • Interpersonal / Communication Skills
  • Well networked / connected
  • Market Intelligence
  • Strong Client Relationship Skills

Job Responsibilities

Sales:
  • Prospecting & converting of potential HNI & UHNI client
  • Client calls / meetings – existing & new clients
Relationship Management
  • Relationship management with existing clients
  • Networking and Client Engagement activity
Advisory
  • Advising clients on building long term wealth

Criteria:
Professional Qualification - MBA - Marketing / Finance
Experience: 10 to 15 years of experience in handling HNI and Ultra HNI clients.
Preferably from PMS business.
Key Skills
sales
HNI
UHNI
Education
  • MBA/PGDM
submit your CV