Relationship Associate

Adventigers

job designation

ciate relationship manager

experience - to7 years

job location –mumbai

interview mode –face 2 face

job purpose

responsible for acquiring ntf (new to the firm) clients, revenue generation and maintenance of relationship with hni/uhni & corporate clients and offer wealth advisory services. need to ensure growth of aum or book size.

key deliverables

1) critical

• analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.

• monitor financial market trends to ensure that client plans are responsive.

• must ensure the growth of aum / book size

• responsible for achieving targets based on acquisition and revenue generation through investment products.

• responsible for business development through acquisition of high net-worth clients.

• mandatory numbers of meetings with clients to keep them updated with the current market scenario.

2) routine

• analyse client portfolios and make necessary suggestions.

• recommend financial products.

• responsible for identifying customer needs and assessing their risk appetite

• provide regular updates to the immediate superior as and when required

• create and enforce plans that will help meet the needs

• Experience

  0 - 5 Years

• No. of Openings

  5

• Education

  B.E, M.B.A/PGDM, M.Tech, M.Sc, Any Bachelor Degree, Post Graduate Diploma

• Role

  Relationship Associate

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office