Job Views:  
38
Applications:  24
Recruiter Actions:  18

Job Code

1514055

Relationship Manager - Private Wealth - BFSI

5 - 12 Years.Mumbai
Posted 1 week ago
Posted 1 week ago

Relationship Manager - Private Wealth


- Analyze financial information from clients to develop strategies aligned with their financial objectives.

- Monitor financial market trends to ensure client portfolios remain responsive and optimized.

- Drive growth in AUM/Book Size through effective client acquisition and portfolio management.

- Achieve targets related to client acquisition and revenue generation via investment products.

- Expand business by acquiring and managing high-net-worth clients (HNWIs).

- Conduct mandatory client meetings to update them on market trends and investment strategies.

- Review and analyze client portfolios, providing necessary recommendations.

- Suggest suitable financial products based on client needs and market conditions.

- Assess customer risk appetite and tailor investment solutions accordingly.

- Provide timely updates and reports to the immediate superior.

- Develop and implement client-centric strategies to ensure long-term financial success.

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Job Views:  
38
Applications:  24
Recruiter Actions:  18

Job Code

1514055

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