Relationship Manager - Private Wealth - BFSI

Vacancy for Relationship Manager- Private wealth

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

Profile:

- 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

Preference:

- 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.