Assistant Vice President - Relationship Manager - Bank

Job highlights:

- Experience in acquiring HNI/UHNI clients and managing portfolios across PMS, AIF's, Bonds, Mutual Funds, and Insurance

- Acquire new clients, manage portfolios, advise on wealth products, maintain client relationships, and achieve revenue targets

- Huge incentives and appraisals

Key Responsibilities:

Client Acquisition:

- Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

Portfolio Management:

- Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

Product Advisory:

- Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

Relationship Management:

- Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

Revenue Generation:

- Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence:

- Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

- Huge Incentives and Appraisals.