Freelancer -samrat Banerjee

Role & responsibilities • The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) • Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. • Advising Affluent & Super 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 determine whether they fit into clients portfolios. • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. • To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile • Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. • Selling of products : Mutual Funds, PMS, Structured Products. • Handle and manage clients with a minimum Investment amount of Rs 1 Cr 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 3-4 yrs of stability)