Assistant Vice President/Vice President/Senior Vice President - Wealth Management - Mutual Fund/PMS (5-20 yrs)

Wealth Manager/Sr Manager/AVP/VP

Client - NBFC/Fintech

Experience - 5 to 25 yrs

Location - Delhi/Mumbai/Pune/Bangalore/Hyderabad

Education - Graduate/PG

Roles & Responsibilities :

Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services, establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

- Experience working in a Private Bank/Wealth Management set up.

- Selling of products : Mutual Funds, PMS, 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 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.