Requirements
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 positive 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.