Ip Rm

2 weeks ago

Pune, India Acme Services Full time

The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
- **He/She would be responsible to drive the TPP sales through branch sales team and advisors.**
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet of 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.

**Job Types**: Full-time, Regular / Permanent

**Salary**: Up to ₹1,500,000.00 per year

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus
- Yearly bonus

Ability to commute/relocate:

- Pune, Maharashtra: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 8356999609

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