Relationship Manager - Wealth - Banking/Broking & Financial Services Industry

RM - Preferred (Wealth) - Individual Role (Only from Banking, Broking and Financial Services Industry)

Job Description for Preferred Relationship Manager -Wealth

PRE-REQUISITES:

- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

- Products : Mutual Funds, PMS, Structured Products.

- Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.

- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

- AUM Building and revenue generation.

Exp: BFSI / Banking sales experience min 5yrs (should have MF AUM / Wealth experience).