Relationship Manager
Relationship Manager
Posted on :
23-04-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2744844
The Relationship ManagerWealth is the ultimate face of the business as (s)he is going to be the final
point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships
and managing & retaining such relationships by delivering the best standards of services. (S)he would be
expected to establish strong ties with them by designing & implementing their financial plans; and then
by ensuring that they receive and execute on the right advice
To acquire Preferred clients (Affluent & Super Affluent)
To maintain client relationships and generate AUM (Mutual Funds PMS Structured Products)
from preferred clients
To advise Affluent & Super Affluent clients on their Investments and managing their overall
financial portfolio and deepening the wallet from existing clients
To track the Affluent & Super Affluent Client segment in the market for new client acquisition
EXPERIENCE REQUIRED (Minimum 3years)
Should have 35 Years of work experience preferably in Private Bank/Wealth Management set
up
Should have good vintage in their present as well as previous companies (At least minimum
tenure of 34 years of stability)
Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above
To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients To track the Affluent & Super Affluent Client segment in the market for new client acquisition EXPERIENCE REQUIRED (Minimum 3years) Should have 3-5 Years of work experience preferably in Private Bank/Wealth Management set- up Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability) Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above
Employment Type
Full Time
Company Industry
Key Skills
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