Investment Products RM Large Financial Services
2 months ago
SUMMARY:
The Relationship ManagerWealth is the ultimate face of thebusiness as (s) he is going to be the final point of contact withthe client.
(S)he would be responsible foracquiring High Net Worth relationships and managing & retainingsuch relationships by delivering the best standards ofservices.
(S)he would be expected to establishstrong ties with them by designing & implementing theirfinancial plans; and then by ensuring that they receive and executeon the right advice.
PREREQUISITES:
Manage clients with a minimum Investment amount of Rs 50Lakhs and above.
Strong analytical skills andability to work in teams.
ROLES& RESPONSIBILITIES:
TheRelationship Manager will be Responsible for Acquiring HNI clients(Affluent & Super Affluent)
He/She would beresponsible to drive the TPP sales through branch sales team andadvisors.
Maintaining client relationships andgenerate AUM from preferred clients.
AdvisingAffluent clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existingclients
Track the Affluent & Super AffluentClient segment in the market for new client acquisition
To research investigate and update themselves onavailable investment opportunities/financial market trend todetermine whether they fit into clients portfolios.
To coordinate with product and research team (CentralizeCFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars workshopsand other business developmentactivities.
"HNI","Ultra HNI","TPP Sales","NewClient Acquisition"
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