Relationship/Senior Relationship Manager
SET Square Gifting · Mumbai · onsite · Posted 32d ago
₹7.0L - ₹15.0L PA3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
• Acquire new clients by identifying prospects, conducting financial need assessments, and presenting financial planning and investment solutions as per standards.
• Lead, mentor, and manage a team of financial advisors/relationship managers.
• CFP certification is preferred
• Should have a NISM XA – XB qualification
• Lead, mentor, and manage a team of financial advisors/relationship managers.
Required Candidate profile
• Bachelor’s degree in finance, economics, or a related field• CFP certification is preferred
• Should have a NISM XA – XB qualification
Sourced from naukri
Skills
NISMUltra HniClient AcquisitionHNI AcquisitionHNI SalesRelationship Management