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Job Views:  
343
Applications:  63
Recruiter Actions:  13

Job Code

1219082

Assetmine Capital - Relationship Manager - HNI Segment

6 - 7 Years.Mumbai/Bangalore
Posted 1 year ago
Posted 1 year ago

- The Relationship Manager will be Responsible for Acquiring Preferred clients (HNI, Super HNI and Ultra HNI)

- Maintaining client relationships and generate AUM (Mutual Funds, Bonds, FDs, PMS, Secondary Debt, Gold, Real Estate etc ) from preferred clients.

- Advising HNI, Super HNI and Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the HNI, Super HNI and Ultra HNI 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 conduct and assist in organizing seminars, workshops and other business development activities.

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Posted By

Job Views:  
343
Applications:  63
Recruiter Actions:  13

Job Code

1219082

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