Job Overview
Scope of the Role The role involves building strong client relationships by understanding their financial requirements, designing appropriate financial plans, and ensuring effective execution of investment advice.
Job Description 1.Responsible for bringing existing clients with an investment book of ₹1 Crore+ and building a strong client portfolio. 2.Maintain client relationships and generate AUM from preferred/affluent clients. 3.Advise affluent clients on their investments and manage their overall financial portfolio, with a focus on deepening wallet share. 4.Track the Affluent and Super Affluent Client segment for new client acquisition opportunities. 5.Research and stay updated on investment opportunities and financial market trends to identify suitable opportunities for client portfolios. 6.Coordinate with the Product and Research teams for investment decisions and solutions for clients. 7.Conduct and assist in organizing client seminars, workshops and other business development activities.
Ideal Candidate
1.Relationship Manager with prior experience in Private Banking / Private Wealth / Wealth Management / Broking. 2.Experience managing clients with an investment book of ₹100 Crores+. 3.Strong experience in advising clients across multiple asset classes. 4.Good vintage and proven experience with current and previous organizations. 5.Candidates from Banks, Wealth Management Companies, Broking Firms or Asset Management Centres with a strong client base will be considered. 6.Strong HNI/UHNI client relationship and portfolio management experience.