Senior Relationship Manager - Wealth Management Business - Retail Financial Services

A large Retail financial services house is looking for Senior Relationship Manager for its Wealth Management Business.

Location: Mumbai

Title: Relationship Manager (RM)

Experience: 6-12 Years

Responsibilities

- The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI/ Corporates).

- Maintaining client relationships and generate AUM from preferred clients.

- Advising HNI/Ultra HNI/Corporate clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the HNI/Ultra HNI 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 for taking investment decision for the clients.

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

Education: CA/MBA's preferred