Relationship Manager - Wealth

- 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.