Cluster Head & Senior Relationship Manager - Wealth - PMS/AIF - HNI Acquisition

PRE-REQUISITES: -

- Manage clients with a minimum Investment amount of Rs 50 Lakhs and above (PMS /AIF)

- TEAM-HANDLING EXPERIENCE IS MUST FOR CLUSTER HEAD ROLE

Strong analytical skills and ability to work in teams.

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.