Manager - Private Wealth Relationship

Qualification- Graduation / Post Graduation in any discipline

Roles and Responsibilities :

• Analyse financial information obtained from clients to determine strategies for meeting clients financial objectives.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Responsible for business development through acquisition of high net worth clients.
• Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
• Analyse client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk appetite
• Provide regular updates to the immediate superior as and when required
• Create and enforce plans that will help meet the needs of the customer.

Key Skills :

IT Skills :

MS Office / MS Excel / AMFI / IRDA (Certification)

Industry Type- Financial Services

Keyword- Wealth Management, AUM Size, Ultra Hni and Hni clients, B2C sales, MF ,PMS, AIF

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