Sr. Relationship Manager

Sunkersett Investment Intermediaries LLP · Bengaluru, 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.