Relationship Manager/Wealth Manager - NBFC

Client - NBFC

Experience - 1 to 15 yrs

Education - Graduate /PG

ROLES & RESPONSIBILITIES:

- Experience working in a Private Bank/Wealth Management set up.

- Selling of products : Mutual Funds, PMS, Structured Products etc

- Acquisition of HNI , UNI , Affluent clients

- Handle and manage clients.

- Experience of advising clients across asset classes

- Handle and manage clients.

- Experience of advising clients across asset classes

- Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients.

- Advisingclients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the 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.