Relationship Manager - Investment Product

PRE-REQUISITES:

- Relationship Managers with prior experience working in a Broking/Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.

- Experience of advising clients across asset classes.

- Strong analytical skills and ability to work in teams.

- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)

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.