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Alixcia

Consultant at Antal International

Last Login: 15 May 2024

Job Views:  
116
Applications:  32
Recruiter Actions:  19

Job Code

1387772

Relationship Manager - Wealth

8 - 20 Years.Mumbai/Pune/Ahmedabad/Goa/Others
Posted 3 months ago
Posted 3 months ago

- Candidate should have experience of managing/acquiring wealth & HNI Customers.

- To Develop & Manage Client relationships to enhance and acquire more AUM.

- Review/Service portfolio to create a wow experience for clients

- Onboard new relationships - Client's Acquisition

- Align AUM as per Client's Financial Strategy to reduce Risk, Cost, and Tax and also to enhance desired results and volatility of the portfolio.

- Catering to the investment needs of clients by providing them research-based advice in Equity, MF, Insurance, PMS & Structured products offerings.

- Manage clients through client visits, suggest financial products to the clients, and achieve business target.

- Responsible for product penetration and increasing client's wallet share.

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Posted By

user_img

Alixcia

Consultant at Antal International

Last Login: 15 May 2024

Job Views:  
116
Applications:  32
Recruiter Actions:  19

Job Code

1387772

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