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
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