Job Description for Preferred Relationship Management - Wealth   Designation: - Senior Manager /AVP   Locations - Mumbai / Pune / Delhi / Jaipur / Hyderabad / Vizag / Lucknow  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.   PRE-REQUISITES: -   - Relationship Managers with prior experience working in a Private bank/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)   ROLES & RESPONSIBILITIES: -   - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent)   - Maintaining client relationships and generate AUM from preferred clients.   - Advising Affluent & Super 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 themselves 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.   JOB SPECIFICATIONS REQUIRED:   Qualifications: -   An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.   Experience - Minimum 5 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from wealth management segment with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.  Please revert with updated resume or call me on 9925103114 and following details, if this seeks your interest.  1. Total experience:  2. Present Salary: 3. Expected Salary: 4. Notice Period:  Nirav Dave 9925103114

Delhi NCR

Mumbai

Hyderabad

Pune

Jaipur

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Senior Manager/AVP - Preferred Relationship Management - Wealth - BFSI  

Senior Manager/AVP - Preferred Relationship Management - Wealth - BFSI   ,Job Description for Senior Manager/AVP - Preferred Relationship Management - Wealth - BFSI   in Kairos Consultancy in  Delhi NCR Mumbai Hyderabad Pune Jaipur UP Others for (5-10) years of experience. Apply Now!

Job Description for Senior Manager/AVP - Preferred Relationship Management - Wealth - BFSI   in Kairos Consultancy in  Delhi NCR Mumbai Hyderabad Pune Jaipur UP Others for (5-10) years of experience. Apply Now!