Recruitment Specialist at Talengage
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Wealth Manager - Bank (5-10 yrs)
Location - Mumbai
Education - Graduate
Roles & Responsibilities :
- Experience working in a Private Bank/Wealth Management set up.
- Selling of products : Mutual Funds, PMS, AIF, Structured Products, etc.
- Handle and manage clients.
- Experience of advising clients across asset classes.
- The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent).
- Maintaining client relationships and generate AUM (Mutual Funds, PMS, Structured Products ) 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.
