Relationship Manager - Wealth - Pune - Baner - JM
On-site · Pune, Maharashtra, India or Baner, State of Mahārāshtra, Republic of India
Job Summary
Relationship Manager for Wealth - responsible for addressing HNI client investment requirements with a comprehensive product bouquet (Debt, Equities, MFs, Real Estate funds) and delivering seamless service to meet short- and long-term goals; develop and implement plans to acquire new corporate clients; manage and grow a portfolio of HNI clients, profiling customers, cross-selling to mapped broking clients, and increasing wallet share and profitability through high-income per customer."
Required Qualifications
- MBA/PGDBA/PGPM or Equivalent
- AMFI
- NISM
- IRDA certified
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