Relationship Manager - Wealth Management - Investment Advisory Firm

About the Company:

Leading and fast growing SEBI Registered Investment Advisory firm specializing in Wealth Management through proprietary technology platform.

Position Overview:

Looking for experienced Relationship Managers for the Wealth Management vertical.

Responsibilities:

- Develop & Manage Client relationships in order to enhance and acquire AUM.

- Align AUM according to client's strategy while reducing risk, costs, & tax implications. Enhance desired returns & manage volatility of the portfolio.

- Responsible to ensure client delight in all engagements

- New client acquisition

Requirements:

- Minimum of 4 years of relevant experience in wealth management

- Demonstrated track record of managing high-net-worth client relationships and sales.

- Post Graduate/MBA or graduate from reputed institute

- AMFI certification and knowledge of MFs would be an added advantage