Client Portfolio Manager

TIE-UPS is hiring for a Leading Equity Firm in India. Operating in all metros .

Excellent paymaster. Diversifying into NBFC Domain .

Position- Relationship Manager - Equity Domain

Experience- 2 - 4 years

Locations- Bhubaneswar, Bhopal, Pune, Ranchi, Ahmedabad, Bengaluru, Delhi / NCR, Vadodara, Mumbai (All Areas)

Job description -

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals.

Required Candidate profile

MBA - with proven & progressive financial services and / or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products

Employment Type : Full Time, Permanent

Education - UG : Any Graduate

Key Skills -

Wealth & Equity Domain, Portfolio Management, Relationship Management, wealth management,

Compliance, Client Acquisition, HNI Client Handling, High Net Worth client relations, wealth products, AUM, TRV, financial planning, Business Development, premier clients