Karvy - Family Office Relationship Manager - Private Wealth Platform

ROLE & RESPONSIBILITIES:

- The relationship manager will be responsible for acquiring and maintaining client relationships using the KARVY Private Wealth platform

- Advising Family Office clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Family Office 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

- Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes

- To coordinate with product and research team for taking investment decision for the clients

- To conduct and assist in organizing seminars, workshops and other business development activities

- To prepare the MIS reports in the specified formats