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.