Private Wealth Relationship Manager

Key Responsibilities :

• Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc
• Prepare and interpret for the client s information, such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation
• Constantly monitor and review client portfolios based on timely analysis of market dynamics
• Ensuring regular availability of Research material and inputs to the client
• Service existing clients with the support of the client servicing team
• Ensure 100% compliance in the internal process, i.e. sales process, asset allocation, advisory mandates, etc
• Follow applicable KYC norms & other regulatory requirements
• Update FA workstation for all client interaction & product con calls
• Complete mandatory certifications & other knowledge upgradation activities
• Maintain client prospects MIS & submit the same on a periodic basis.

Educational Qualifications And Experience :

Skills Required

Relationship Management, Sales Process