Job highlights
Maintaining client relationships and generating AUM from preferred clients.

The Relationship Manager will be responsible for bringing their existing clients (Affluent

& Super Affluent) and building a robust client book.

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 current client acquisition To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

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

To conduct and assist in organizing seminars, workshops and other business development activities.

📌 Pcg Sales Mumbai
🏢 Acme Services
📍 Mumbai