Relationship Manager

4 weeks ago

Jaipur, Rajasthan, India Antal International Full time

- The Relationship Manager-Wealth is the ultimate face of the business as s he is going to be the final point of contact with the client - S he would be responsible for acquiring High Net Worth relationships and managing retaining such relationships by delivering the best standards of services - S he would be expected to establish strong ties with them by designing implementing their financial plans and then by ensuring that they receive and execute on the right advice PRE-REQUISITES Relationship Managers with prior experience working in a Private Bank Wealth Management set up Selling of products Mutual Funds PMS Structured Products - Handle and manage clients with a 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 - Candidates having good vintage in their present as well as previous companies At least minimum tenure of 3-4 yrs of stability ROLES RESPONSIBILITIES The Relationship Manager will be Responsible for Acquiring Preferred clients Affluent Super Affluent - Maintaining client relationships and generate 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 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 ref updazz com

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