2022-03-24 14:40:16
2022-03-24
Mid (3-5 Yrs)
Corp - Corp, W2 - Permanent
India
No
No
Job details »
Relationship Managers with prior experience working in a Broking/Private bank/wealth management set up.
· Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.
· Experience of advising clients across asset classes.
· Strong analytical skills and ability to work in teams.
· Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)
ROLES & RESPONSIBILITIES: -
· The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
· He/She would be responsible to drive the TPP sales through branch sales team and advisors.
· Maintaining client relationships and generate AUM from preferred clients.
· Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
· Track the Affluent & Super Affluent Client segment in the market for new client acquisition
· To research, investigate and update themselves on available investment opportunities/financial market trend to deter