IndiaNivesh - Relationship Manager - Wealth

Wealth Relationship Manager

- The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)

- He/She would be responsible to drive the TPP sales through branch sales team and advisors.

- Maintaining client relationships and generate AUM from preferred clients.

- Working Knowledge across the following asset classes : Real estate, Equity, Commodity, Debt, Currency, Gold

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients, by utilising the above knowledge required on products

- Track the Affluent & Super Affluent Client 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 organizing seminars, workshops and other business development activities.