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Requirement for Relationship Manager in Bangalore and Chennai

[1-3 Year(s) Exp]
Paterson Securities Pvt Ltd
Experience : 1-3 Years
Salary : 15000 - 25000 P.A
Job Type : full-time
Key skills : Marketing 
Job Description :

Any Graduate with minimum of 1 year experience in Mutual Funds/ Broking / Banking background. Candidates should possess good knowledge in finance concepts, personal finance and Market ( Mutual Funds, Equities, PMS, Wealth Management) with excellent oral and written communications in English and vernacular language. Role and responsibilities of desired profile:

The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:

  1. Main deliverables are building and maintaining long term relationships, strengthen relationship (growing relationship value) and growing revenues.
  2.  By reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling).
  3. By providing seamless and superior service delivery.
  4. Conduct risk profiling of all mapped clients for better advisory on investment needs.
  5. Ensuring client contact ability at all times through updation of latest contact details in all necessary systems.
  6. Regular contact with all mapped clients through weekly / monthly calls.
  7. Resolution for client queries.
Role Category: Financial Products- Mutual Funds,Equities
Educational Qualification: Graduate
Functional Area: Sales, Retail, Business Development , Financial Services, Banking, Investments, Insurance
Vacancies : 2
Job Posted On May. 21, 2017
Last Date To Apply Jan. 31, 2017
Company Details
Company Name :

Paterson Securities Pvt Ltd

Company Address :

Bhavani Mansion,
No.3, 4th Lane,
Chennai – 600 034.

Company Website :
Venue Location 1:

Paterson Securities Pvt Ltd
Bhavani Mansion,
No.3, 4th Lane,
Chennai – 600 034.

Recruiter Details

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