Assistant Manager - Talent Sourcing at Asst Manager
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Relationship Manager - Sales - Wealth Management - Bank (3-10 yrs)
PRE-REQUISITES: -
- 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)
ROLES & 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 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.
JOB SPECIFICATIONS REQUIRED:
Qualifications :
An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
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