Relationship Manager - Wealth - Ahmedabad - Iscon Emporio - JM
Tata Capital · ahmedabad, India
business developmentportfolio managementwealth managementfinancial analysiscustomer acquisitioncross sellingboth
Job Description
The Relationship Manager will address HNI clients for investment requirements, offering a range of financial products including Debt, Equities, and Real Estate. Responsibilities include acquiring new customers, profiling clients, and enhancing profitability through cross-selling. The role focuses on delivering superior service to meet clients' short and long-term investment goals.
Qualifications
MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified
Skills Required
- business development
- portfolio management
- wealth management
- financial analysis
- customer acquisition
- cross selling
Location
City: ahmedabad · Country: India