Preferred RM

ROLES AND RESPONSIBILITIES

• Relationship Managers with prior experience working in a Private Bank/Wealth Management setup.
• Selling of products:

  Mutual Funds, PMS, Structured Products.

• Handle and manage clients with a minimum investment amount of Rs 1 Cr and above.
• Experience in advising clients across asset classes.
• Strong analytical skills and ability to work in teams.

• The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
• Maintaining client relationships and generating 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 trends 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