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AnandRathi
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Relationship Manager - Preferred - Wealth

Relationship Manager - Preferred - Wealth

2 - 6 years

|

7 - 8 Lacs

Posted:18 hours ago| Platform:

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Skills Required

wealth management hni investment banking portfolio management mutual funds ultra hni amc pms mf investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

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.
Deepening the wallet from existing clients.
Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
Research, investigate and update themselves on available investment opportunities/financial market trends.
Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
Conduct and assist in organizing seminars, workshops and other business development activities.

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Financial Services

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