Preferred Rm

7 days ago

Kolkata, India Avani Consulting 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.

**Roles and Responsibilities**
- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent &
Super Affluent)
- Maintaining client relationships and generate AUM 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.
- Relationship Managers with prior experience working in a Private bank/wealth

management set up.
- 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.

minimum tenure of 2-3 yrs of stability)

An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial

planning/Wealth Management. Other qualifications like CFP will be an advantage.

**Experience **Minimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNI

Clients from BFSI sector with good business / market knowledge. Having experience of handling

HNI Client Acquisitions and Relationship Management & service.

**Perks and Benefits**

Best in Industry
- Role:_Investment Banking, Private Equity & VC - Other
- Salary:_ 12-18 Lacs P.A.
- Industry:_Investment Banking / Venture Capital / Private Equity
- Functional Area_BFSI, Investments & Trading
- Role Category_Investment Banking, Private Equity & VC
- Employment Type:_Full Time, Permanent
- Key Skills
- wealth managementHNI AcquisitionHNI Client Handling
- HNIPortfolio ManagementHNI SalesInvestment AdvisoryFinancial Advisory
- Skills highlighted with ‘‘ are preferred keyskills

Education
- UG:_Any Graduate

**Company Profile**:
Avani Consulting

Leading Investment Advisory & Stock Borking Company

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