Managing Director at Adler Talent Solutions Pvt. Ltd.
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Relationship Manager - Wealth Management - Equity & Debt Based Investment Products (3-15 yrs)
KEY RESPONSIBILITIES AND ACCOUNTABILITIES :
1. Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High net worth clients
2. Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client's profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization
3. Will be responsible for primarily selling Equity & debt based investment products.
4. Responsible for achieving targets as assigned by the organization on a monthly basis.
5. Understands clients risk profile and maximizes the - risk vs. reward- balance for individual clients by optimizing product mix.
6. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry
7. Provide regular updates to the immediate superior as an when required
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