Relationship Manager

Hi All,

Greetings from Finquest !!

We are Authorized Sourcing Partner and have multiples Vacancies.

We have an excellent opportunity with with a AMC based in South India

Location : Chennai / Hyderabad/ Bangalore

Experience : Min 3+ years relevant experience in Banking and Wealth domain

Qualifications: MBA/ PGDM or relevant degree.

Job Role:

Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.

Functional Responsibilities / KPIs

 Establishing and maintaining powerful relationships with clients and generating business

and references to meet the sales targets.

 Responsible for selling of various financial products such as mutual funds, life. & health

insurance, and other structured wealth and financial products.

 Managing and reviewing portfolios of existing clients with focus on client servicing and

ethical advisory along with premium client acquisition.

 Providing consultancy regarding Financial Planning including Retirement Planning, Tax

Planning and Goal based Investing etc.

Functional Competencies

 Acumen towards understanding of client needs, study requirements and provide

adequate and prompt solutions.

 Should have a good knowledge and understanding of equity and debt market and wealth

products.

Interested candidates please share your updated resume to hidden_email,