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TIE UPS

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36 TIE UPS Jobs

Relationship Manager - P M S ( Portfolio Management System )

TIE-UPS

6-11 years

Kolkata

24 vacancies

Relationship Manager - P M S ( Portfolio Management System )

TIE UPS

posted 2d ago

Job Role Insights

Key skills for the job

Business Development Relationship Management Client Relationship Management Brokerage Compliance Wealth Management

+ 4 more

Job Description

Maximize profit & achievement of growth of client’s portfolio & meet financial targets by developing existing & new relationships. Regular reviews with clients, understand their needs, advise them on different products to achieve their wealth goals.°MBA - with proven & progressive financial services and/or private wealth exp or equivalent especially with high net worth clients. Evidence of strong sales results in insurance and investment products°

Employment Type: Full Time, Permanent

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