Relationship Manager - Family Office Business - PMS/AIF/MF

About the client:

- Company Name: Client of Avani Consulting

- Industries: Banking / Financial Services / Broking, Investment Banking / Venture Capital / Private Equity, FinTech / Payments

- Company Type: Public

- Funding Stage: Acquired

- Headquarter Location: Mumbai

- Nature of Offering: Product & Services

- Founding Year: 1993

- No of Employees: 10000+

Job description:

Role & responsibilities:

- Managing Family Office Relationships

- Identifying new Family Office relationships.

- Work on new products to increase more depth in family office

- Upscaling of clients to more longer term assets

- Achieving the business targets assigned in terms of up selling AMC

- Products, enhancing and upgrading the Client Net worth relationships.

- Profiling customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the client /HNI customers

- Providing Investment planning and advice

- Achieving sales and revenue targets spread across product mix

- One point contact for the assigned family office

- Acquisition & Servicing of HNI/UHNI customers.

Preferred candidate profile:

- Candidates having an experience of at least 2 - 6 years in either Wealth Management.

- AIF / PMS Sales.

Perks and benefits:

- CTC - 15-25 LPA