Grade Manager/Senior Manager/AVP - Wealth Relationship Management - BFS

Wealth Relationship Manager - Grade Manager/ Sr. Manager/ AVP

Location : Hyderabad (HYD) / Chennai (CH) & Pune (P)

ABOUT THE COMPANY :

The Company is a SEBI registered investment advisor having over 14 years of providing equity research and asset analytics services to global financial institutions. Focused on investment advisor services.

Job Description :

- Responsible for new client acquisition (HNI, UHNI & Family offices), building new relationships and increasing depth in existing relationships with clients

- Responsible for primarily selling Equity based investment advisory.

- Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.

- Manage PMS & AIF

- Responsible for achieving targets as assigned by the organization on a monthly basis.