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Pankaj Ghosh

Business Associate at Dhruv HR

Last Login: 22 November 2024

Job Views:  
172
Applications:  27
Recruiter Actions:  11

Job Code

1418387

Relationship Manager - PMS/AIF/MF

Posted 5 months ago
Posted 5 months ago

- Developing a deep understanding of Client 's product offerings

- Following up on new business opportunities and setting up meetings

- Arranging business meetings with prospective clients

- Assisting in planning and preparing presentations

- Communicating new developments to prospective and existing clients

- In the long run, developing strategies the firm should adopt to grow the business

Requirements:

- An Engineering or Management graduate from a tier-I college with a flair for finance and sales (Experience 4-5 years with top private banking and wealth , or CA rank holder (Experience of 4-5 years years with top private banking and wealth management firm or big 4 consulting companies)

- A pleasing personality with a high degree of interpersonal skills

- The zeal to learn and the willingness to develop deeper for a better understanding

- Wealth Management experience at a premier organization would be an added advantage

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Posted By

user_img

Pankaj Ghosh

Business Associate at Dhruv HR

Last Login: 22 November 2024

Job Views:  
172
Applications:  27
Recruiter Actions:  11

Job Code

1418387

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