Relationship Manager Jobs in Rajkot - Vitalhunt Global Solutions
Job Description
- We are hiring for Freshers
- Designation:- Relationship Manager (Wealth Management Advisors)
- Location:- Rajkot
- Qualification: MBA Finance
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNIs and UHNI clients.
- Develop an investment policy statement (IPS) with each client based on their risk appetite , short term and long-term goals.
- Advising HNI and UHNI clients on their investments and provide ethical and objective , holistic financial planning.
- Manage clients overall financial portfolio and deepening the wallet from existing clients.
- Profiling clients and provide financial products to meet their needs.
- Accountable for developing and implementing an integrated customer marketing plan which addresses wealth creation, wealth preservation, wealth enhancement achieved through in depth analysis of clients profile.
- To understand clients risk profile and maximize the risk Vs rewards balance by optimizing product mix.
- Deepen the relationship by cross selling of other financial products and services according to clients needs.
- To coordinate with product and research team for taking investment decisions for clients.
- Comply with SEBI rules, regulations, and legislations governing the financial services industry.
- To stay up to date on current events that impact financial planning and wealth management.
Job Particulars
Education MBA/PGDM
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeFull Time
Job Id1038419
Job Category MBA , Tech Support , Sales and Marketing
Locality Address Rajkot-Others
State Gujarat
Country India
About Company
Vitalhunt Global Solutions
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