Sr. relationship manager

Sunkersett Investment Intermediaries LLP · Maharashtra, India

Job Description

· Acquiring New Clients

· Managing portfolios of the existing High Net worth clients and enhancing their overall relationship.

· Single point contact and personalized service to ensure timely and accurate execution.

· Achieve Acquisition & Revenue Targets

Desired Candidate Profile

· Prior experience working in the Bangalore market is mandatory.

· Should have an existing network and client base, preferably comprising HNI/UHNI clients.

· Must have experience with a Wealth Management firm, Private Bank, or Mutual Fund Distributor.

· Strong sales acumen with a sound understanding of financial products and investment solutions.

· Excellent communication, interpersonal, relationship management, and sales skills.

· Strong networking and business development capabilities.