Relationship manager IP Omni (Anurag Jain)

☞ Dubai Jobs, Gulf Jobs, Jobs in Dubai, Qatar, Kuwait - Boyen Haddin & The Giant HR Consultant

Visualizza: 103

Giorno di aggiornamento: 18-05-2024

Località: Ranchi Jharkhand

Categoria: I saldi

Industria: Staffing Recruiting

Posizione: Mid-Senior level

Tipo di lavoro: Full-time

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Contenuto del lavoro

Job Specifications Required

Job Description for Relationship Manager – Investment Products

  • Servicing franchisee & existing PMS clients.
  • Build a good rapport with them by providing market information & current portfolio status.
  • Cross selling of Equity, Mutual Fund & PMS products.
  • Having strong analytical & communication skills.
  • Ability to learn and be updated in line with the capital markets & current affairs.
  • Achieving desired sales targets.
  • Daily update the work to the reporting manager by EOD

Qualifications: -

An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial

planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience – Minimum 3 yrs in handling HNI Relationship, Sales & Financial Planning of HNI

Clients from BFSI sector with good business / market knowledge. Having experience of handling

HNI Client Acquisitions and Relationship Management & service.

Desired Skill Set

 Ability to inspire trust and confidence in clients.

 Ability to engage clients in meaningful conversations about their finances and take

active interest in their financial well being.

 A thorough understanding of financial markets, their behavior, movements and

expectations with respect to market.

 Ability to process several inputs provided by research team and other sources and apply

them to the specific context of several clients – thus generating insights for clients

 Good oral and written communication skills with clarity of thought, speech and

expression

 Good interpersonal skills

 Good Analytical Skills

General Competencies

 Positive attitude, socially effective, high level of perseverance and patience

 Assertive & hard working

 Result oriented
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Scadenza: 02-07-2024

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