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Relationship Manager/Sr Relationship Manager(Wealth)-Leading NBFC-Dubai!!

Primas HR Consultants
Keywords / Skills : Wealth management, Wealth, Investments, Liabilities, Mutual Funds, Casa
3 - 10 years
Posted: 22nd Dec 2016

Nationality
India
Industry
Banking/ Financial Services
Function
Sales/ Business Development
Role
Relationship Mgr/ Account Servicing
Education
Bachelor's Degree
Stream:
Any
Posted On
22nd Dec 2016
Job Description
ROLE & RESPONSIBILITIES:

 
To prospect, acquire and retain clients
To achieve budgeted targets in terms of number of clients/volume of business & assets
To understand clients needs & requirements and accordingly position products & services

To coordinate with product and research team for taking investment decision for the clients
To recommend strategies clients can use to achieve their financial objectives, including specific

recommendations in such areas as cash management, insurance coverage other than investment

planning also to ensure a one-point relationship for the client

To contact clients periodically and determine if they are satisfied with the service and returns

generated. Also, to review their investment needs to determine whether market changes, life changes,

economic changes, or financial performance indicate a need for portfolio reassessment

To provide various investment performance reports and summaries to the clients

To build and maintain client bases, along with relevant comments/remarks for future reference

To guide clients in the gathering of information/documents required such as bank account records,

income tax returns, life and disability insurance records, pension plan information, and wills, etc.

To conduct and assist in organizing seminars, workshops and other business development activities

To prepare the MIS reports in the specified formats

Candidate should have exp in wealth in India.

Candidate should be Indian and currently living in Dubai in Visit Visa.


If interested send your CV.

Regards,

Swati

9804827200 


About Company
This Group has established itself as one the leading and most trusted integrated financial services companies in the country.
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