Branch Advisory (Wealth & Portfolio Management) - UHNI / HNI / Retail

Relationship Manager/Senior Relationship Manager




Experience required: 4 Years +



Job Description:


1. Building relationships with clients & educating them about Investments
2. Client Acquisition as per targets and cross selling of 3rd party products (MF, Insurance, SIP etc)
3. Client meetings and bank branch visits as per goal sheet.


Specialized Activities:


1. Advising Clients based on Research Report.



Required Criteria:

1. Graduation is must.
2. NISM 8 certification (Equity & derivatives) / NISM 5 certification (Mutual Funds)
3. Stock Market knowledge is mandatory.
4. Should possess good communication skills.

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