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Regional Risk Manager

20.00 to 22.00 Years   Mumbai City   29 Aug, 2023
BOYEN HADDIN CONSULTING AND TECHNOLOGY PRIVATE LIMITED
Job LocationMumbai City
EducationNot Mentioned
SalaryNot Disclosed
IndustryIT Services & Consulting
Functional AreaSBU Head / CEO / Director
EmploymentTypeFull-time

Job Description

    Team handling experience of atleast 6 peoples Cluster Managers with prior experience of working in a Broking/Private bank/wealthmanagement set up. Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs andabove. Candidates having good vintage in their present as well as previous companies.ROLES & RESPONSIBILITIES: - The Cluster Manager will be responsible for handling team thereby helping andcoordinating with the teams for acquiring HNI clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Supporting team in advising Affluent clients on their Investments and managing theiroverall financial portfolio and deepening the wallet from existing clients Helping team to Track the Affluent & Super Affluent Client segment in the market fornew client acquisition To research, investigate and update team on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios. To coordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients. To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.

Keyskills :
regional marketingbusiness development

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