Relationship Management - Wealth Management - BFS

RM - Wealth Management

JD for Relationship Manager :

- Equity Analyst Sell Side for Wealth Management Firm

- Interaction with the Analyst to understand their Buy/Sell recommendations

- Interaction with Seniors in the firm with regard to their views on Equity and Debt Market

- Interact with the clients of Firm regularly on Equity Market Recommendations

- Interact with the Clients for resolving their queries and inquiries

- Develop referrals from the existing HNI and UHNI Clients

- Prepare Presentation Notes for clients from time to time

- Maintain good level of relationship with the HNI and UNHI clients