Relationship Manager - Wealth - - Baner - MM
ConfidentialPune5 days ago
Job descriptionProvide investment solutions across debt products, structured products, equities, mutual funds, fund-based real estate, and other investment instruments. Assist clients in achieving short-term and long-term investment goals through personalized advice. Conduct portfolio performance analysis, modeling, and management to enhance customer profitability. Capture a larger share of wallet by enhancing and retaining customer profitability. Develop and implement marketing plans to acquire new customers in the corporate space. Formulate acquisition initiatives and target new HNI clients through referrals and cross-selling opportunities.
Roles and Responsibilities
Client Acquisition & Relationship Management
- Acquire and manage a group of HNI clients through effective profiling and understanding of their investment requirements.
- Build and deepen relationships by cross-selling financial products and services according to customer needs.
- Ensure profitability of the portfolio by generating high income per customer.
Investment Advisory & Product Management
Portfolio Analysis & Management
Business Development & Marketing
Skills Required
Portfolio Management, Investment Advisory, Financial Analysis
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Relationship Manager • Pune
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