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Senior Relationship Manager Relationship Manager with Leading Financial Services


Riverforest Connections Private Limited


Location

Pune | India


Job description

Job Purpose

The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets investment products and a commitment to delivering exceptional client service. The person will also be responsible for Business Development Portfolio Performance Analysis Portfolio Modelling Portfolio Management and Business Analytics Financial Analyst Wealth Management

Client Acquisition and Relationship Management:

Marketing and Business Development:

Financial and Product Expertise:

Minimum Degree : Postgraduate/ Graduate

Minimum Experience 36 years of Experience

HNI,Cross Selling,wealth relationship manager,relationship manager,business development,sales,Acquisition,portfolio management


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