Key Responsibilities

- Acquiring preferred clients (Mass Affluent, HNI, UHNI, Family Office).

- Maintaining client relationships and generating AUM from preferred clients.

- Advising clients on their investments and managing their overall financial portfolio, while acquiring wallet share from existing clients.

- Tracking the target client segment in the market for recent client acquisition.

- Monitoring opportunities and financial market trends to determine whether they fit into clients portfolios.

- Coordinating with the product and research team (Centralize CFP Team) for taking investment decisions for clients.

- Conducting and assisting in organizing seminars, workshops, events, and other business development activities.

Required Skills & Qualifications

- Relationship Managers with prior experience working in Stock Broking & Wealth Management, Private Wealth Management, or Bank setup.

- Graduation in any field.

- Experience in advising clients across asset classes.

- Strong analytical skills and ability to work in teams.

- Candidates should demonstrate good tenure in their present as well as previous companies, with at least a minimum tenure of 2 years of stability.

📌 Team Lead (Mumbai)
🏢 SMIFS
📍 Mumbai