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Role & responsibilities

- The Relationship Manager will be Responsible for Acquiring Preferred clients (Mass Affluent, HNI, UHNI, Family Office)
- Maintaining client relationships and generate AUM from preferred clients.
- Advising clients on their investments and managing their overall financial portfolio and acquiring the wallet share from existing clients
- Track the target Client segment in the market for new client acquisition
- 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, events and other business development activities.

Preferred candidate profile

- Relationship Managers with prior experience working in a Stock Broking & Wealth Management, Private wealth management, Bank set up.
- Graduation in any field.
- Experience of advising clients across asset classes.
- Robust analytical skills and ability to work in teams.
- Candidates having positive vintage in their present as well as previous companies (At least minimum tenure of 2 years of stability).

📌 Wealth Manager (Pune)
🏢 SMIFS
📍 Pune