Job highlights
He / She would be responsible to drive the TPP sales through branch sales team and advisors. > Maintaining client relationships and generating AUM from preferred clients. > Advising Affluent clients on their Investments and managing their overall financial
Candidate should be presentable.
Very valuable communication skills,irrespective of language

> The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent &
>
> Super Affluent)
>
> He/She would be responsible to drive the TPP sales through branch sales team and advisors.
>
> Maintaining client relationships and generating AUM from preferred clients.
>
> Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
>




> Track the Affluent & Super Affluent Client segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
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> To coordinate with the product and research team (Centralize CFP Team) for taking investment decisions for the clients.
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> To conduct and assist in organizing seminars, workshops and other business development activities.

Specifications Required-
Candidate should have positive knowledge & experience of Investment Products such as PMS, IAP, AIF, Bonds, Listed- Unlisted Shares etc
Very positive communication skills, irrespective of language.
Candidate should be presentable.

📌 Ip Relationship Manage Mumbai (India)
🏢 Acme Services
📍 India