PRE-REQUISITES : -
Relationship Managers with prior experience of working in a Broking / Private bank / wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
Experience of advising clients across all asset classes.
Candidates having good vintage in their present as well as previous companies.
ROLES & RESPONSIBILITIES :
The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
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 them 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.
JOB SPECIFICATIONS An MBA / PGDM or Graduate - (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management.
Other qualifications like CFP will be an advantage.
Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge.
Having experience of handling HNI Client Acquisitions and Relationship Management & service.
ref : updazz.com)