Senior Affluent Client Portfolio Manager

3 days ago


Dindigul, Tamil Nadu, India beBeeWealth Full time ₹ 17,00,000 - ₹ 28,00,000
Job Overview

This role is pivotal in managing a portfolio of high-net-worth clients, focusing on relationship building and growth.

  • Key Responsibilities:
  1. Achieve individual performance targets with a focus on defined income objectives.
  2. Meet customer level profitability objectives both individually and as part of a team.
  3. Achieve AUM growth objectives including minimum 10% growth in AUM for self-base for Relationship Manager (RM) and self & team level for Senior RM.
  4. Exceed client sign-on objectives as defined by the Business Head including new-to-bank clients.
  5. Ensure high-quality customer interactions updated in CRM adhere to desk policy of client contact management and personal meetings.
Requirements:
  • Strong knowledge of equity and related areas.
  • Result-driven with a focus on creating measures of excellence.
  • Strategic planning sets clear achievable goals in line with broader objectives of the desk.
  • Minimum 2 years' experience in wealth management insurance experience or retail relationship management profile.


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