Senior Relationship Manager - Wealth - HNW

Senior Relationship Manager-Wealth

Location : Chennai

Key Roles and Responsibility :

Key Responsibilities And Accountabilities :

- Responsible for new client acquisition, and Servicing the existing relationships with High net worth clients in Capital market

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

- Provide regular updates to the immediate superior as an when required.

Salary would be negotiable

Nitika Kashyap
IRIS CORPORATIONS PVT. SOLUTIONS LTD.
Consultant
Gurgaon