Posted:2 days ago|
Platform:
On-site
Full Time
1- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.2- Maintaining client relationships and generate AUM from preferred clients.3- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients4- Track the Affluent & Super Affluent Client segment in the market for new client acquisition5- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.6- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.7- To conduct and assist in organizing seminars, workshops and other business development activities.
Apex Services. Hiring For One of leading broking firms
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0.00014 - 0.0002 Lacs P.A.
0.00014 - 0.0002 Lacs P.A.
