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Relationship Managers - Wealth Management

AGN Securities Ltd.

Chandigarh

Not Disclosed

3 - 8 Years

Full Time

Views:1268

Applicants:6

Posted on 30 Nov, -0001

In Office

Job Description | Responsibilities

  • Acquire HNI / UHNI Clients with reference from existing clients and other market references.
  • Cross sell of Third party products - MF, Insurance, PMS, Structure Products, Corporate Deposits.
  • Regular meetings with Active clients, converting the dormant clients into active.

Overview

  • Industry - BANKING / FINANCIAL SERVICES / BROKING
  • Functional Area - Financial Services / Broking
  • Job Role - Asset Operations Executive / Manager
  • Employment type - Full Time
  • Work Mode - In Office

Qualifications

  • Any Graduate - Any Specialization
  • Any Post Graduate - Any Specialization
  • Any Doctorate - Any Specialization

Job Related Keywords

Stock Broking Corporate Fixed Deposits Insignia Private Banker NBFC Insurance TPP RM Wealth Management Services