Senior Relationship Manager/Wealth Manager - Bank

Roles and Responsibilities :

- Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM / Book Size

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Responsible for business development through the acquisition of high-net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

- Knowledge of investment products, macro fundamentals, and behavioral finance.

- Should have managed PMS, Mutual Fund investment, Structured Bonds, AIF, Equity

- Should have a book value (AUM) of more than 100 - 150 Crores