Senior Manager/AVP - Relationship Management - Wealth Management Firm

Opportunity with A Leading Wealth Management Company, Mumbai

Designation : Relationship Manager - Wealth - (Sr. Manager / AVP)

Job Details :

Responsible for attracting NTF (new to the firm) clients, generating income, and maintaining relationships with HNI/UHNI & corporate clients, as well as delivering financial advice services. AUM or book size increase must be ensured.

Roles & Responsibilities :

1. Responsible for business development through acquisition of high net-worth clients.

2. Responsible for achieving targets based on acquisition and revenue generation through investment products.

3. Must ensure the growth of AUM / Book Size

4. Analyze client portfolios and make necessary suggestions.

5. Recommend financial products.

6. Analyze client portfolios and make necessary suggestions.

7. Create and enforce plans that will help meet the needs of the customer