HIRING FOR A PRIVATE WEALTH MANAGEMENT CONSULTANCY SPACE It is instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. Role : Relationship Manager - HNI Sales - Candidates Only Apply If You Carry Experience Into Working For A Broking /Private Bank Or A Wealth Management Set Up SUMMARY : - The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. - (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. - (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Experience : Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. PRE-REQUISITES : - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. - Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. - Experience of advising clients across all asset classes. - Candidates having good vintage in their present as well as previous companies Qualifications : An MBA/PGDM or Graduate - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. ROLES & RESPONSIBILITIES : - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients - Track the Affluent & Super Affluent Client segment in the market for new client acquisition - To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. - To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities.

Mumbai

Pune

Hyderabad

Relationship Manager - Wealth Management - Bank 

Job Description for Relationship Manager - Wealth Management - Bank  in Saimedha Technologies Private Limited in  Mumbai Pune Hyderabad for (1-5) years of experience. Apply Now!