
15h Left) Relationship Manager
2 days ago
About the Role: The Relationship Manager will be responsible for acquiring preferred clients and maintaining client relationships.
Responsibilities:
- 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.
- Deepening the wallet from existing clients.
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- Research, investigate and update themselves on available investment opportunities/financial market trends.
- Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
- Conduct and assist in organizing seminars, workshops and other business development activities.
Qualifications:
- Relationship Managers with prior experience working in a Private Bank/Wealth Management setup.
- Minimum Investment amount of Rs 1 Cr and above.
- Experience of advising clients across asset classes.
- Strong analytical skills and ability to work in teams.
- At least minimum tenure of 3-4 yrs. of stability in present as well as previous companies.
- Post Graduate
Required Skills:
- Selling of products: Mutual Funds, PMS, Structured Products.
Preferred Skills:
- Good vintage in their present as well as previous companies.
Pay range and compensation package: Kindly share applications on Pratiktalawdekar@rathi.com or WhatsApp on 8806018679 for further process.
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