- Minimum 7 years of experience
- Knowledge of Mutual Fund, PMS, AIF, Stock Broking, Equity
- Existing Relationship Manager - Wealth Management/ Pvt Banker
- Having AUM of Min Cr
Responsibilities
- Acquiring, Deepening and Retaining HNI / UHNI clients
- Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.
- Networking and cultivating a valuable relationship with the clients.
- Knowledge of - Equity and Debt based products , Loans
- Exceptional Selling Skills, Soft Skills, and Knowledge of Products
- Deep knowledge of capital market and all financial products, so as to tender right advices to the clients.
- Build AUM and client base as per the target defined by the company.
- Send news and market related inputs & reports to the clients.