Ip Rm
4 weeks ago
The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
- **He/She would be responsible to drive the TPP sales through branch sales team and advisors.**
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet of 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 trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
**Job Types**: Full-time, Regular / Permanent
**Salary**: Up to ₹1,500,000.00 per year
**Benefits**:
- Health insurance
- Provident Fund
Schedule:
- Day shift
- Morning shift
Supplemental pay types:
- Performance bonus
- Quarterly bonus
- Yearly bonus
Ability to commute/relocate:
- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91 8356999609
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