Relationship Manager

Roles & Responsibilities : • Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. • Managing client relationship 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 • To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios. • To coordinate with product and research team for taking investment decision for the clients as per their financial requirement. • To conduct and assist in organizing seminars, workshops and other business development activities

• Experience

  0 - 5 Years

• No. of Openings

  10

• Education

  Graduate

• Role

  Customer Relationship Manager

• Industry Type

  Accounting / Finance

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office