Relationship Manager / Dealer - Indore

Relationship Manager / Dealer - Indore

Posted by ICICI Securities

Indore

Posted: imported by Jeevika

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IndorePosted: 2 weeks agoOpenings: 1Applicants: 50+Relationship Manager / Dealer - IndoreShare India Securities3.6181 ReviewsJob description Relationship Manager Equity & Wealth ManagementKey Responsibilities:Acquire and manage HNI/UHNI clients and build long-term relationships. Drive business through Equity, Mutual Funds, PMS, AIFs, Bonds/NCDs, Insurance and other wealth products. Generate new leads through referrals, networking and market outreach. Understand client investment needs and provide tailored investment solutions. Manage client portfolio, ensure regular engagement and achieve AUM/revenue targets. Stay updated on market trends, investment products and regulatory requirements. Coordinate with research, operations and product teams for seamless client servicing. Key Skills & Requirements:2–8 years of experience in Wealth Management, Private Banking, Broking or Financial Services. Strong client acquisition, relationship management and communication skills. Good understanding of Equity and Wealth Management products. Existing HNI/UHNI client network/AUM will be an advantage. Relevant NISM certifications preferred.Role: Equity Dealer,Industry Type: Financial Services (Broking),Department: BFSI, Investments & Trading,Employment Type: Full Time, PermanentRole Category: Trading, Asset & Wealth ManagementEducationPG: MBA/PGDM in Any SpecializationKey SkillsSkills highlighted with ‘‘ are preferred keyskillsWealth ManagementEquityHNIRelationship ManagementAbout company InfoAddress:A-15, SECTOR-64, NOIDA UTTAR PRADESH-201301, NOIDA, Uttar Pradesh, IndiaBeware of imposters! Naukri.com does not promise a job or an interview in exchange of money. 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