Business Owner at Crossway Consultants
Views:428 Applications:31 Rec. Actions:Recruiter Actions:28
Relationship Manager - Wealth - BFSI (3-15 yrs)
About Company :
One of India's leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution services in the areas of equities, commodities, mutual funds, structured products, insurance, corporate deposits, bonds & loans to institutions, corporations, high-net worth individuals and families.
Job Description :
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.
Qualification : minimum Graduate
Working Days : 5 Days a Week
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
