The Relationship Manager (RM) is the principal contact with the organization’s High Net Worth clients. He/she is responsible for client acquisition and client relationship management.   - In this role the RM will need a broad and deep understanding of financial planning, wealth management practices and investment strategies that significantly impact client’s ability to meet his financial goals.   - This includes offering income and asset protection, wealth creation & preservation as well as tax and structuring solutions.   - The RM works with a group of research analysts, tax, financial planning, and investment management experts in providing the necessary solutions.  - Client Acquisition : Identify potential HNI clients and develop new relationships  - Client Relationship Mgt : Manage ongoing communication and service delivery  - Investment Advisory : Represent Wealth Advisor’s investment philosophy to client  Candidate Experience, Knowledge, Skills:  - Between 5-10 yrs of relevant industry experience  - Post Graduation in finance or marketing; AMFI Certifications compulsory  - Good understanding of overall economy and markets with particular emphasis to debt market concepts.   Personal Attributes:  - Enthusiastic, energetic and positive in outlook  - Ability to work in an autonomous and entrepreneurial environment   - Drive for Results, Perseverance

Mumbai

Bangalore

Chennai

Wealth Advisors India - Relationship Manager - Wealth Management  

Wealth Advisors India - Relationship Manager - Wealth Management   ,Job Description for Wealth Advisors India - Relationship Manager - Wealth Management   in Wealth Advisors (I) Pvt. Ltd in  Mumbai Bangalore Chennai for (5-10) years of experience. Apply Now!

Job Description for Wealth Advisors India - Relationship Manager - Wealth Management   in Wealth Advisors (I) Pvt. Ltd in  Mumbai Bangalore Chennai for (5-10) years of experience. Apply Now!