Relationship Manager (Investment Products- Finance)
ROLES & RESPONSIBILITIES:
1. The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
2. He/She would be responsible to drive the TPP sales through branch sales team and advisors.
3. 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
4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition
5. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
JOB SPECIFICATIONS REQUIRED: Qualifications: - An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.