27/08 Aditya Modi
Owner at Transcend HR Solutions

Views:879 Applications:63 Rec. Actions:Recruiter Actions:20

AVP/VP - Relationship Manager - Boutique Investment Advisory Firm (11-18 yrs)

Mumbai Job Code: 736583

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

Women-friendly workplace:

Maternity and Paternity Benefits

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