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Wealth Relationship Manager

Employer
IndiaNivesh Securities Limited
Location
Mumbai
Salary
10 to 25 lacs commensurate with experience
Closing date
Dec 15, 2019
  • 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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