Exp: 2 - 6 yrs.
Opening(s): 10
Any Nationality
To prospect, acquire and retain clients.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment opportunities/financial market trends.
To understand client’s needs & requirements and accordingly position products & services.
To coordinate with research team for taking investment decision for the clients.
To contact clients periodically and determine if they are satisfied with the service and returns generated.
To build and maintain client bases, along with relevant comments/remarks for future reference.
To prepare the MIS reports in the specified formats.
Should love interacting with high-net worth people, and maintaining strong long-term relations. The Relationship Manager is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring high net worth relationships & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
Ulfat
monica@innovationuae.com
ulfat@innovationuae.com
marwa@
anoop@innovationuae.com
Opening(s): 10
Any Nationality
To prospect, acquire and retain clients.
To achieve budgeted targets in terms of number of clients/volume of business & assets.
To research, investigate and update themselves on available investment opportunities/financial market trends.
To understand client’s needs & requirements and accordingly position products & services.
To coordinate with research team for taking investment decision for the clients.
To contact clients periodically and determine if they are satisfied with the service and returns generated.
To build and maintain client bases, along with relevant comments/remarks for future reference.
To prepare the MIS reports in the specified formats.
Should love interacting with high-net worth people, and maintaining strong long-term relations. The Relationship Manager is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring high net worth relationships & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.
Ulfat
monica@innovationuae.com
ulfat@innovationuae.com
marwa@
anoop@innovationuae.com
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