Renaissance Investment - Relationship Manager - Wealth

Responsibilities:

- Prospect new HNI / UHNI client relationships by engaging in multiple activities such as cold calling on databases, referrals, social networking, using social media like linked in to reach out to prospective clients.

- Building and maintaining strong relationships with high-net-worth clients

- Understanding the financial goals and needs of the clients and their families.

- Conducting in-depth financial assessment to create customised wealth management strategies

- Recommending suitable investment products and strategies based on client's portfolios

- Aim to build new AUM as well as bring existing AUM / Relationships

- Achieve budgeted targets

- Staying informed about various investment products including stocks, MF, Bonds, and Alternates.