Relationship Manager - Direct Clients - BFS

Job Description :

- Responsible for maintaining AUM Of Direct Clients (HNI/UHNI)

- Leveraging on the relationship with Clients and referencing to add direct clients

- Cross selling of the AMC baskets of Investment Products to all direct clients.

- Advisory on all Investment Products

- Advisory on investments in alternate schemes based on client's risk appetite

- Meeting Clients and regularly update on their Portfolio and investment return

Educational Qualifications :

- MBA or CA or CFA

Additional Certifications/Trainings (desirable) :

- NISM + AMFI

Prior Experience :

- 9 + years of experience in Wealth management from wealth boutique firm or any NBFC. Ability to develop relationship with HNI/ UHNI Clients