Private Wealth Relationship Manager

7 days ago

Mumbai, India Pss Global Full time

Job Description Key Responsibilities: - Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insurance, PMS, etc - Prepare and interpret for the client s information, such as investment performance reports, financial document summaries, income projections, and proactively rebalancing their portfolios to match their required asset allocation - Constantly monitor and review client portfolios based on timely analysis of market dynamics - Ensuring regular availability of Research material and inputs to the client - Service existing clients with the support of the client servicing team - Ensure 100% compliance in the internal process, i.e. sales process, asset allocation, advisory mandates, etc - Follow applicable KYC norms & other regulatory requirements - Update FA workstation for all client interaction & product con calls - Complete mandatory certifications & other knowledge upgradation activities - Maintain client prospects MIS & submit the same on a periodic basis. Educational Qualifications And Experience: - MBA/ PG equivalent - 12-15 years of Relationship Management experience - Marketing and Networking skills - Patience and perseverance

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