
Preferred RM
2 weeks ago
ROLES AND RESPONSIBILITIES
- Relationship Managers with prior experience working in a Private Bank/Wealth Management setup.
- Selling of products: Mutual Funds, PMS, Structured Products.
- Handle and manage clients with a minimum investment amount of Rs 1 Cr and above.
- Experience in advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)
- Maintaining client relationships and generating AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.
- Advising Affluent & Super 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 trends to determine whether they fit into clients' portfolios.
- To coordinate with the product and research team (Centralize CFP Team) for taking investment decisions for the clients.
To conduct and assist in organizing seminars, workshops, and other business development activities
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