Relationship Manager - Preferred

and then by ensuring that they receive and execute on the right advice.

About the Role : The Relationship Manager will be responsible for acquiring preferred clients and maintaining client relationships.

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.

Qualifications :

• Relationship Managers with prior experience working in a Private Bank / Wealth Management setup.
• Minimum Investment amount of Rs 1 Cr and above.
• Experience of advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• At least minimum tenure of 3-4 yrs. of stability in present as well as previous companies.
• Post Graduate

Required Skills :

• Selling of products : Mutual Funds, PMS, Structured Products.

Preferred Skills :

• Good vintage in their present as well as previous companies.

Pay range and compensation package : Kindly share applications on or WhatsApp on for further process.