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MyMBA JobAlerts: Upcoming Marketing MBA Jobs

Date of Posting: 18th April 2009
 
Job Title: Relationship Manager - Wealth Management
 
Company Name:
A Leading Financial Service Firm
 
Job Description:
Responsibilities: -
  • Achieve sales and revenue target by selling Investment Products like Mutual Funds, Life Insurance, General Insurance etc.
  • Ensure new acquisition of HNI clients and providing service to existing and new clients
  • Regular portfolio reviews in a planned manner and right advise,
  • Ensure compliance in all aspect of business
    		•
     
    Function: Marketing / Finance
     
    Company Profile:
    One of the top companies which offers wealth management, financial planning and investment solutions, mainly through a range of products like mutual funds, insurance, PE funds, alternate investments, select fixed deposits and IPOs and structured products.

    Among the top distributors in the country with AUM (Assets Under Management) with Network of more than 40 branches in 29 cities across India and growing.
     
    Location:
    Bangalore,Hyderabad
     
    Candidate Profile: MBA / CA with 2-5 yrs of relevant experience, Knowledge of investment products (Mutual Funds, Life Insurance, General Insurance etc.), services. Should have been top performer and displays attitude to learn. Prior experience of dealing with HNI clients is desirable.
     
    Level: Middle Management
     
    Reference: CoolAvenues/RM-Wealth
     
    Contact Information: Bushra Siddique
    Value Consulting
    Direct Line: 0022 4095500
    E-mail: [email protected]


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