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Open Preferred Relationship Manager wealth Management- ( Immediate Interview).-Hyderabad, Ahmedabad, Bangalore, Chennai. for a Ldg Banking firm.

at in Banking/Financial

Industry : Banking/Financial
Job Description
As a Preferred Relationship Manager wealth Management- ( Immediate Interview).-Hyderabad, Ahmedabad, Bangalore, Chennai. for a Ldg Banking firm. your responsibilities include the following

Job Responsibility:-

The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)

· Maintaining HNI 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

 

Ctc:7-15L.P.a

 Minimum 5-12  years

 

Please contact: headhunt@contactxindia.com