Preferred RM

2 weeks ago


Hyderabad, Telangana, India Anand Rathi Share and Stock Brokers Ltd Full time

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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