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Relationship Manager – Priority

IIFL

Job Description:

Acquisition & managing High / Ultra High Net Worth customers

Cross-sell products and services to both new and as well as existing 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.

Ensure highest levels of customer service to these HNI customers

Salary: Salary + Incentives + Reimbursements
Industry:

Job Description

Acquisition & managing High / Ultra High Net Worth customers

Cross-sell products and services to both new and as well as existing 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.

Ensure highest levels of customer service to these HNI customers

Salary: Salary + Incentives + Reimbursements
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Sales/Business Development Manager-Broking
Role: Sales/Business Development Manager-Broking

Keyskills:

Cross SellingUltraHNIRelationship ManagementInsuranceInvestment ProductsAnalysisFinanceMutual FundsPMSPCGWEALTH MANAGEMENTPRIORITYpreferredprivateimperiapremier

Desired Profile

Education:UG -Any Graduate – Any Specialization
PG – Any Postgraduate – Any Specialization, Post Graduation Not Required
Doctorate – Any Doctorate – Any Specialization, Doctorate Not Required

Company Profile

IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.
Contact Details
Recruiter Name:Thilak Rao
Contact Company:India Infoline Limited
Telephone:80-91-42618100
Email :[email protected]
Reference Id:RM -Premia – South
Website:http://www.indiainfoline.com/
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Sales/Business Development Manager-Broking
Role: Sales/Business Development Manager-Broking

Keyskills:

Cross SellingUltraHNIRelationship ManagementInsuranceInvestment ProductsAnalysisFinanceMutual FundsPMSPCGWEALTH MANAGEMENTPRIORITYpreferredprivateimperiapremier

Desired Profile:

Education:UG -Any Graduate – Any Specialization
PG – Any Postgraduate – Any Specialization, Post Graduation Not Required
Doctorate – Any Doctorate – Any Specialization, Doctorate Not Required

Company Profile:

IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.
Contact Details
Recruiter Name:Thilak Rao
Contact Company:India Infoline Limited
Telephone:80-91-42618100
Email :[email protected]
Reference Id:RM -Premia – South
Website:http://www.indiainfoline.com/

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