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Home
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Jobs in Bengaluru
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AnandRathi
>
Preferred RM-Bangalore

Preferred RM-Bangalore

8 - 13 years

|

10 - 20 Lacs

Posted:1 day ago| Platform:

Apply

Skills Required

Portfolio Management Financial Advisory Wealth Management PMS Investment Products Wealth Product Mutual Funds Portfolio UHNI HNI Acquisition HNI Client Handling Structured Products Investment Advisory Investment Portfolio Aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

To acquire Preferred clients (Affluent & Super Affluent)
To maintain client relationships and generate AUM (
Mutual Funds, PMS, Structured Products
) from preferred clients
To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

To track the Affluent & Super Affluent Client segment in the market for new client acquisition

Preferred candidate profile

Should have 7-15 Years of work experience preferably in Private Bank/Wealth Management set-up
Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)

Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

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