Job Description
The Preferred Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
Pre-Requisites: -
Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products: Mutual Funds, PMS, Structured Products.
Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
Experience of advising clients across asset classes.
Strong analytical skills and ability to work in teams.
Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)
Pre-Requisites: -
Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.
Selling of products: Mutual Funds, PMS, Structured Products.
Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
Experience of advising clients across asset classes.
Strong analytical skills and ability to work in teams.
Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs. of stability)
💡 Quick Summary
Seeking a career-building opportunity? The Preferred Relationship Manager position is now open for candidates interested in the Accountant Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
