About the Company :
Leading and fast growing SEBI Registered Investment Advisory firm specializing in Wealth Management through proprietary technology platform.
Position Overview :
Looking for experienced Relationship Managers for the Wealth Management vertical.
Location : Hyderabad.
Responsibilities :
- 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.
Requirements : .
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(ref : iimjobs.com)