Relationship Manager - Wealth - Bengaluru - Prestige Corniche - JM
On-site · Bengaluru, Karnataka, India
Job Summary
Relationship Manager for Wealth: responsible for addressing HNI clients’ investment requirements with exclusive product offerings and premium service, including profiling and delivering debt, equities, mutual funds, and fund-based real estate products. Develop and implement marketing plans to acquire new corporate clients, handle a portfolio of HNI clients, deepen relationships through cross-selling across broking services, and aim to maximize profitability per customer. Tasks include profiling customers, delivering appropriate financial products, cross-referencing to mapped services, and increasing wallet share while maintaining profitability. Required qualifications include MBA/PGDBA/PGPM or equivalent, AMFI/NISM and IRDA certifications. Location: Bengaluru, Karnataka, India.
Required Qualifications
- MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
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