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Relationship Manager Equity Sales

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Job Title : : Relationship Manager Equity Sales
Job Reference : : Equity Sales
Location : : Ondipudur, Coimbatore, Tamil Nadu, India
Salary : : 25000
Posted on : : Thu Mar 29, 2018
Apply before : : Fri May 18, 2018
Job Type : : Full-time
Experience required : : 1 year - 3 years
Job category: : Accounting/Finance/Banking
 
 Job Description

·   Acquisition & managing High / Ultra High Net Worth customers


 


·   Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements


 


·   Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.


 


·   Ensure highest levels of customer service to these HNI customers


 

Apply before : Fri May 18, 2018
 
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