Relationship Manager
Updated: May 10, 2024 09:58 AM GMT
AptFil - Services
ColomboLocation : Sri Lanka
Job Role - HNI / UHNI Direct Sales
Job Title : Relationship Manager / Sr. Relationship Manager
Experience - 8-15 years of Wealth Management / Private Banking experience.
Job Description: To sell the investment products to HNI / UHNI / institutional investors in the respective market. Have a healthy mix of investors from multiple ethnicities. Creation of a healthy pipe of investors month on month and ensuring new acquisition of clients is an ongoing process every month. Retention of clients and ensuring existing clients are serviced well and top-ups are secured from existing investors. The minimum ticket Size is USD / GBP 100,000. More Detail
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