RM _ Wealth Manager B2C

☞ Dubai Jobs, Gulf Jobs, Jobs in Dubai, Qatar, Kuwait - Boyen Haddin & The Giant HR Consultant

View: 98

Update day: 20-05-2024

Location: Nasik Maharashtra

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Full-time

Loading ...

Job content

Relationship Managers with prior experience working in a Broking/Private bank/wealth

management set up.

 Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and

above.

 Experience of advising clients across asset classes.

 Strong analytical skills and ability to work in teams.

 Candidates having good vintage in their present as well as previous companies (At least

minimum tenure of 2-3 yrs of stability)

ROLES & RESPONSIBILITIES: -

 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.

 Advising Affluent clients on their Investments and managing their overall financial

portfolio and deepening the wallet from existing clients

 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 (Centralize CFP Team) for taking

investment decision for the clients.

 To conduct and assist in organizing seminars, workshops and other business

development activities.
Loading ...
Loading ...

Deadline: 04-07-2024

Click to apply for free candidate

Apply

Report job
Loading ...
Loading ...

SIMILAR JOBS

Loading ...
Loading ...