Relationship Manager-IP

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

View: 106

Update day: 06-05-2024

Location: Anantapur Andhra Pradesh

Category: Sales Executive management

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Full-time

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Job content

Job Specifications RequiredJob 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 Financialplanning/Wealth Management. Other qualifications like CFP will be an advantage.Experience Minimum 3 yrs in handling HNI Relationship, Sales & Financial Planning of HNIClients from BFSI sector with good business / market knowledge. Having experience of handlingHNI Client Acquisitions and Relationship Management & service.Desired Skill SetAbility to inspire trust and confidence in clients.Ability to engage clients in meaningful conversations about their finances and takeactive interest in their financial well being.A thorough understanding of financial markets, their behavior, movements andexpectations with respect to market.Ability to process several inputs provided by research team and other sources and applythem to the specific context of several clients thus generating insights for clientsGood oral and written communication skills with clarity of thought, speech andexpressionGood interpersonal skillsGood Analytical SkillsGeneral CompetenciesPositive attitude, socially effective, high level of perseverance and patienceAssertive & hard workingResult oriented
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Deadline: 20-06-2024

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