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RELATIONSHIP MANAGER----INVESTMENT  

Siddh RecruiTech   BANGALORE/MUMBAI

POSTING DATE
2022-03-24 14:40:16 
START DATE
2022-03-24 
EXPERIENCE
Mid (3-5 Yrs) 
PREFERRED EMPLOYMENT
Corp - Corp, W2 - Permanent 
COUNTRY
India 
RELOCATION PROVIDED
No  
REMOTE WORK?
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


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Apply now  »

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