Your mission will be to promote the investment products of the company to corporate and individual clients and maintain knowledge of a wide range of investment and financial products ranging from fixed income, trusts, stocks, bonds, shares, etc.
The primary objective of this role is to develop quality business relationships with the organization’s clients to ensure optimum client acquisition, retention, and income generation from the sale of company investment products. Working as a consultant to clients at all levels including HNIs and UHNIs, the Relationship Manager uses their financial expertise to provide financial advice to clients while working to improve the company’s competitive advantage within her operating environment.
Wealth Manager at Assets Microfinance Bank