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IP Relationship Manager ACME SERVICES PRIVATE LIMITED

2 - 4 years

4 - 8 Lacs

Mumbai

Work from Office

KEY 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 generating 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 determine whether they fit into clients portfolios. > To coordinate with the product and research team (Centralize CFP Team) for taking investment decisions for the clients. > To conduct and assist in organizing seminars, workshops and other business development activities. Specifications Required- 1. Candidate should have good knowledge & experience of Investment Products such as PMS, IAP, AIF, Bonds, Listed- Unlisted Shares etc 2. Very good communication skills, irrespective of language. 3. Candidate should be presentable.

Posted 3 months ago

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