Owner at Transcend HR Solutions
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AVP/VP - Relationship Manager - Boutique Investment Advisory Firm (11-18 yrs)
Role - Relationship Manager
Practice Area: Investments
Designation - AVP/ VP
- To service a portfolio of clients and responsible to maintain a high level of client satisfaction. Acquisition of customers will be large part of the role.
- Build relationships with existing customers. Monitor he client portfolios and do periodic reviews with the client to ensure that the portfolio performance is in line with the client's expectation.
- Advise HNIs and Ultra HNI clients on various investment options including mutual funds, structured products, derivatives, PMS, in line with their financial goals (supported internally by the Advisory Team)
- Identify/develop new HNI clients through referrals, follow-up on leads through existing clients