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11/04 Anandhi Vinoth
Head Recruitments at AV Global Advisory Services

Views:928 Applications:213 Rec. Actions:Recruiter Actions:80

Relationship Manager - Private Wealth - BFSI (5-10 yrs)

Ahmedabad/Bangalore/Chennai/Delhi NCR/Hyderabad/Mumbai/Pune/Vadodara/Baroda Job Code: 912904

Vacancy for Relationship Manager- Private wealth

Location- Chennai, Coimbatore, Hyderabad, Bangalore, Mumbai, Cochin, Delhi, Baroda, Ahmedabad, Pune


- To Acquire HNI and Ultra HNI Customers and build relationship with existing Customers to achieve increase the AUM

- To identify and develop new opportunities to deliver advice and solutions to existing clients,

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services

- 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

- Be able to work with colleagues of other divisions to Cross Sell products and services to clients

Experience: Minimum 4 -10 years of experience in wealth Management is must


- Relationship Managers with prior experience working in a Private Bank/Wealth Management set up.

- Experience in investment/financial services knowhow of capital markets knowledge

- Relationship Management Interpersonal skills

- Excellent written and oral communication skills

- Strong analytical skills and ability to work in teams.

Women-friendly workplace:

Maternity and Paternity Benefits

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