Experience
5 - 10 yrs
Job Location
Ahmedabad, India
Vacancy
4
Designation
Relationship Manager Wealth Management
Job Type
ONSITE
Job Description
Role & responsibilities
- Responsible for acquiring preferred clients (Affluent & Super Affluent).
- Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients.
- Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio.
- Deepening the wallet from existing clients.
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
- Research, investigate and update themselves on available investment opportunities/financial market trends.
- Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients.
- Conduct and assist in organizing seminars, workshops and other business development activities.
No Referrers Available
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