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Relationship Manager - Institutional Sales (Wealth)

Relationship Manager - Institutional Sales (Wealth)

Avani Consulting

9 - 14 years

15 - 30 Lacs

Kolkata Delhi / NCR Mumbai (All Areas)

Posted:1 month ago| Platform:

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Skills Required

UHNI Institutional Sales NISM PMS Aif wealth standard burgundy Private Banking affluent mutual fund Priority Banking investment nism 21 Elite institutional privy PCG Relationship Manager high net worth imperia Investment Advisory Private Wealth NISM XXI A

Work Mode

Work from Office

Job Type

Full Time

Job Description

Managing existing relationships. • Identifying & acquiring new relationships. • Work on new products to increase more depth in UHNI • Upscaling of clients to more longer term assets Role is to Acquire new clients and manage existing clients with the objective of Expanding the market by Increasing the AUM and market share. Also to work on Non-Active clients to generate business. Requirement: min 5 years in exp in Wealth Management, PMS,AIF Note - Only from AMC /Mutual fund Company/ wealth Experience required.

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Relationship Manager - Institutional Sales (Wealth)