Affluent Relationship Manager - Sales - Bank (5-12 yrs)

SUMMARY :

The Affluent Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES :

- Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.

- Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

- Experience of advising clients across all asset classes.

- Experience of Cross Sales PMS , AIF , Mutual Funds .

- Candidates having good vintage in their present as well as previous companies.

ROLES & RESPONSIBILITIES :

- The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

- Maintaining client relationships and generate AUM from preferred clients.

- Advising 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

Interested candidate please share me your cv

HR Sharvan
8800790797