Relationship Manager
Mumbai, Maharashtra, India · Tempo total
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- Experiência
- 1–6 anos
- Salário
- INR -550,000 – INR -550,000 / year
- Vagas
- 1
- Publicado
- há 5 horas
- Modo de trabalho
- No escritório
- Educação
- Qualquer graduado
- Elegibilidade
- Graduation is not mandatory.
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- Obrigatório candidatar-se
Onde você trabalhará
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Role Overview
The Relationship Manager will focus on building and managing relationships with high-net-worth individuals, bringing in new clients for investment advisory offerings, and supporting the growth of wealth-focused business relationships in Mumbai.
Key Responsibilities
- Handle relationships with high-net-worth individuals and work toward bringing them on board as new clients for investment advisory solutions.
- Spot opportunities to cross-sell mutual funds, private banking services, and other financial products through direct selling efforts.
- Build a clear understanding of each HNI client’s financial priorities and investment objectives so recommendations can be aligned to their needs.
- Work closely with internal teams to make sure services are delivered smoothly to current clients.
Candidate Requirements
- Applicants should have 1 to 6 years of experience in retail sales or a closely related area such as direct sales, HNI acquisition, or investment advisory.
- A solid understanding of investment products, including mutual funds, private banking, and other financial instruments, is expected.
- Strong communication skills are needed, along with the ability to develop trust and connect well with high-net-worth individuals at different levels.
Additional Information
Location: Mumbai, India
Education requirement: Graduation is not mandatory.