Fiduciary Relationship Manager
20 hours ago
Fiduciary Relationship Manager
">- a strong network of affluent clients and retain their trust.
This role demands exceptional relationship-building skills, a deep understanding of the financial markets, and the ability to provide personalized advice to high net worth individuals.
We seek an experienced professional with a proven track record in Private Banking or Wealth Management who can leverage their expertise to drive business growth and customer satisfaction.
A successful candidate will have a keen eye for market trends, excellent analytical skills, and the ability to communicate complex investment ideas effectively to clients.
In this role, you will work closely with product and research teams to identify suitable investment opportunities for clients and provide tailored solutions to meet their needs.
You will also be responsible for conducting seminars, workshops, and other business development activities to deepen client relationships and increase wallet share.
The ideal candidate will possess a strong understanding of financial products such as Mutual Funds, PMS, and Structured Products, and be able to handle clients with a minimum investment amount of Rs 1 Cr and above.
To excel in this role, you must be a team player with excellent communication skills and a passion for building long-term relationships with high net worth individuals.
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