Wealth Relationship Manager

Recruiter
IndiaNivesh Securities Limited
Location
Mumbai
Salary
10 to 25 lacs commensurate with experience
Posted
17 Oct 2019
Closes
15 Dec 2019
Employment Type
Full Time
Education
Masters
  • The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
  • He/She would be responsible to drive the TPP sales through branch sales team and advisors.
  • Maintaining client relationships and generate AUM from preferred clients.
  • Working Knowledge across the following asset classes : Real estate, Equity, Commodity, Debt, Currency, Gold
  • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients, by utilising the above knowledge required on products
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios.
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

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