Role & responsibilities
The Relationship Manager will be responsible for bringing their existing clients consisting of HNI and UHNI base (Affluent & Super Affluent) and building a robust client book.
Maintaining client relationships and generate 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 recent 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 product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.