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10/10 Mehvish Parveen
Senior Consultant at Anakin Management Consultants Pvt Ltd

Views:2548 Applications:40 Rec. Actions:Recruiter Actions:1

Senior Manager - Wealth Management - HNI - BFS (4-12 yrs)

Ahmedabad/Mumbai/Nagpur/Pune Job Code: 622861

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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