Relationship Manager - Wealth Management - BFSI

Role: Wealth RM

1. Work experience 3 years +

2. Qualification / Education MBA, CA, CFA

3. Location Head Office (Lower Parel, Mumbai)

4. No of Vacancies 3

5. Reporting to Associate Director - Private Wealth

6. Job Responsibilities - The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)

- He/She would be responsible to drive the TPP sales through branch sales team and advisors.

- Maintaining client relationships and generate AUM from preferred clients.

- Working Knowledge across the following asset classes : Real estate, Equity, Commodity, Debt, Currency, Gold

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients, by utilising the above knowledge required on products

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- 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.

7. Technical Experience - Strong product knowledge of Mutual Funds and Alternative Investments (Private Equity, Hedge Funds)

- Knowledge of Broking

8. Non Technical Experience - Relationship Managers with prior experience working in a Broking//wealth management set up.

- Experience of advising clients across asset classes.

- Strong analytical skills and ability to work in teams.

- Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)

- Good Team player

- Good interpersonal & communication skills

9. CTC 10 to 25 lacs commensurate with experience

All the interested candidates can forward their updated resumes or call on 9867303334

Ravi Suryawanshi
Ability Unleashed HR
M-9867303334