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Relationship Manager

2 weeks ago

Pune, Maharashtra, India AnandRathi Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Role & responsibilities

  • Responsible for acquiring preferred clients (Affluent & Super Affluent).
  • Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
  • Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio.
  • Deepening the wallet from existing clients.
  • Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
  • Research, investigate and update themselves on available investment opportunities/financial market trends.
  • Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
  • Conduct and assist in organizing seminars, workshops and other business development activities.