- 经验
- 1–6 yrs
- 薪水
- INR -550,000 – INR -550,000 / year
- 职位空缺
- 1
- 发布
- 8小时前
- 工作模式
- 在办公室
- 学历
- 任何毕业生
- 合格
- Graduation is not mandatory.
- 恢复
- 需要申请
你的工作地点
职位描述
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.