Premia - Relationship Manager/Senior @ IndiaInfoline

Job Description

Job description

Role and Responsibilities:-

Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

Managing team and client relationship and generate AUM from preferred clients.

Advising Affluent clients on their Investments and managing their overall financial portfolio

To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.

Responsible for achieving targets based on acquisition and revenue generation through equity

Responsible for cross selling products like Insurance, Mutual funds, PMS etc and services to new customers as per their lifestyle, risk profiling and requirements.

Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.

To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.

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

Interested candidates can reach at dh**************a@ii*l.com

Job Classification

Industry: Financial Services
Functional Area: BFSI, Investments & Trading,
Role Category: Banking Operations
Role: Banking Operations
Employement Type: Full time

Education

Under Graduation: Any Graduate
Post Graduation: MS/M.Sc(Science) in Computers, M.Tech in Computers, MCA in Computers
Doctorate: Any Doctorate, Doctorate Not Required

Contact Details:

Company: Iifl Premia
Address: IIFL CENTRE KAMALA CITY,,,,S B MARG,LOWER PAREL, MUMBAI, Maharashtra, India
Location(s): Noida, Gurugram

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Rs 0 - 50K PM Rs 50K - 1 LPA Rs 1.0 - 1.5 LPA Rs 1.5 - 2.0 LPA Rs 2.0 - 2.5 LPA Rs 2.5 - 3.0 LPA Rs 3.0 - 3.5 LPA Rs 3.5 - 4.0 LPA Rs 4.0 - 4.5 LPA Rs 4.5 - 5.0 LPA Rs 5 - 6 LPA Rs 6 - 7 LPA Rs 7 - 8 LPA Rs 8 - 9 LPA Rs 9 - 10 LPA Rs 10 - 12 LPA Rs 12 - 14 LPA Rs 14 - 16 LPA Rs 16 - 18 LPA Rs 18 - 20 LPA Rs 20 - 22 LPA Rs 22 - 24 LPA Rs 24 - 26 LPA Rs 26 - 28 LPA Rs 28 - 30 LPA Rs 30 - 32 LPA Rs 32 - 34 LPA Rs 34 - 36 LPA Rs 36 - 38 LPA Rs 38 - 40 LPA Rs 40 - 42 LPA Rs 42 - 44 LPA Rs 44 - 46 LPA Rs 46 - 48 LPA Rs 48 - 50 LPA Rs 50 - 75 LPA Rs 75 Lakh - 1C PA Rs 1 Crore+ PA

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Accounting / Finance Advertising / MR / PR / Events Agriculture / Dairy Animation / Multimedia Architecture / Interior Design Astrology Automobile / Auto Ancillaries / Auto Components Aviation / Airline / Aerospace / Aeronautical Banking / Financial Services / Broking BPO / Call Center / ITeS Brewery / Distillery Broadcasting Cement / Building Material Chemical / Petro / Plastic / Rubber / Glass Consumer Electronics / Appliances / Durables Courier / Transportation / Freight Defence / Government Education / Teaching / Training Electricals / Switchgears Engineering / Construction / Cement / Metals Environment / Waste Management Export / Import / Trading Facility Management Fertilizers / Pesticides FMCG / Foods / Beverage Food Processing Furnishings / Ceramics / Sanitaryware / Electricals Gems / Jewellery Gifts / Toys / Stationary Government / Departmental Heat Ventilation / Air Conditioning Hotel / Restaurant Industrial Design Industrial Products / Heavy Machinery Insurance Internet / E-Commerce IT - Hardware / Networking IT - Software / Services KPO / Research / Analytics Leather / Leather Products Legal / Courts Logistics / Courier / Transportation Management Consulting / Strategy Manufacturing / Production Matrimony / Matchmaking Media / Entertainment Medical / Healthcare / Hospital Merchant Navy Metal / Iron / Steel MFI - Micro Finance Military / Police / Arms Ammunition Mining / Quarrying NBFC-Non Banking Financial Services NGO / Social Work Office Equipment / Automation Not Mentioned Paint / Art / Sculpture / Craft Paper / Wood Personal Care / Beauty Pharma / Biotech / Clinical Research Politics Power / Energy / Oil / Gas / Petroleum Printing / Publishing / Packaging Quality Certification Real Estate / Property Recruitment Services / RPO Religion / Spirituality Retail Security / Detective Services Semiconductors / Electronics Shipping / Marine Telecom / ISP Textile / Garments / Fashion Travel / Tourism / Hotels / Airlines / Railways Unskilled Labor / Domestic Help Veterinary Science / Pet Care Sports / Fitness / Beauty

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Keyskills:   Wealth Management Demat Mutual Funds NRI Equity HNI Client Handling Wealth