Relationship Manager - Private Wealth

Rendering financial advisory services to HNI's

Providing sound wealth management advisory on client's Portfolio comprising of financial products, Insurance and real estate with objective of growth in net-worth with minimum associated risks

Assessing of client's return expectations, goals, risk tolerance and cash flow requirements to provide the most optimum solution.

Identifying and interacting with prospective clients to obtain data about their financial resources and needs

Looking for business growth opportunities by identifying products and services which can be matched with needs of existing and prospective clients

Achieving revenue target by sale of Portfolio Management Services, Alternate Investment Funds, Mutual Funds, proprietary structured products, Real Estate and other third party products

Nurturing existing client's relationships by taking various initiatives for client experience enhancement and loyalty building for the organization

Looking for a candidate who is handling a AUM size of 50 crores