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Preferred RM

7.00 to 12.00 Years   Mumbai City   17 May, 2023
Avani Consulting
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 12 - 18 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    Job descriptionThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to bethe final point of contact with the client. (S)he would be responsible for acquiring High NetWorth relationships and managing & retaining such relationships by delivering the beststandards 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 theright advice.Roles and 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 clientsportfolios.
    • 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.Desired Candidate Profile
    • Relationship Managers with prior experience working in a Private bank/wealth
    management set up.
    • Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above.
    • 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)An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financialplanning/Wealth Management. Other qualifications like CFP will be an advantage.ExperienceMinimum 3-15 yrs in handling HNI Relationship, Sales & Financial Planning of HNIClients from BFSI sector with good business / market knowledge. Having experience of handlingHNI Client Acquisitions and Relationship Management & service.Perks and BenefitsBest in Industry

Keyskills :
preferred banking

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