
Strategic Relationship Developer
4 days ago
Key Responsibilities:
- Designing and implementing financial plans tailored to clients' needs,
- Providing expert advice on various asset classes, including mutual funds, PMS, and structured products,
- Maintaining strong ties with clients through regular communication and portfolio management,
- Identifying and pursuing new business opportunities within the affluent and super affluent client segment,
- Collaborating with product and research teams to make informed investment decisions for clients,
The ideal candidate will possess strong analytical skills, excellent communication abilities, and at least 3-4 years of stability in their current or previous companies. They should also have experience working with private banks or wealth management setups.
About this Role:This is a key role that involves developing and maintaining relationships with high net worth clients. As a preferred relationship manager, you will be the primary point of contact for these clients.
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