Posted:1 month ago|
Platform:
On-site
Full Time
Leading and fast growing SEBI Registered Investment Advisory firm specializing in Wealth Management through proprietary technology platform.
Looking for experienced Relationship Managers for the Wealth Management vertical.
● Develop & Manage Client relationships in order to enhance and acquire AUM.
● Align AUM according to the client's strategy while reducing risk, costs, & tax implications. Enhance desired returns & manage volatility of the portfolio.
● Responsible to ensure client delight in all engagements
● New client acquisition
● Minimum of 4 years of relevant experience in wealth management
● Demonstrated track record of managing high-net-worth client relationships and sales.
● Post Graduate/MBA or graduate from reputed institute
● AMFI certification and knowledge of MFs would be an added advantage
Catenon India
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