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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 current 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 valuable vintage in their present as well as previous companies (At least minimum tenure of 2 years of stability).

📌 Wealth Manager Pune
🏢 SMIFS
📍 Pune