Relationship Manager - Wealth - Delhi - Videocon Towers - JM

Tata Mutual Fund

Stock Market Trading Asset & Wealth Management

92+ Applicants

Posted: 3 days ago

0-1 years

Delhi, Delhi

work from office

Posted: 3 days ago

Applicants: 92+

Job Description

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Job Description

11100

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
. Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
. Profiling Customers and provide financial products to meet customer needs
. Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
. To Enhance & Retain customer profitability by capturing larger share of Wallet
. Ensure profitability of the portfolio: Generate high Income per Customer
. Acquire new customers who meet product criteria through cross-refer

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MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Skills

Financial ProductsCross SellingFinancial Analyst

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Important dates & deadlines?

Application Deadline

04 Apr 26, 01:58 PM IST

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